I like how people post monthly or quarterly portfolio updates. I’m learning a lot about what people are actually putting their hard earned money into by reading these.
My current mindset is, this is a top 10 bear market all time, as long as your buying companies without near term bankruptcy risk and with a long enough time horizon, it’s easy to buy great stocks a low multiples right now. With that said now that I’ve mostly finished building my new positions in
$YETI and
$DOCU. This month I’m looking to add more to my existing positions. Mostly
$GOOGL,
$ASML,
$MELI,
$PYPL, and
$WRBY. I also started a small position in
$UPST and I’ll cont to add to that as well.