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Portfolio update at month-end of June. -10.96%. YTD -48.97%
Zero moves this past month. Very boring month for me as my pessimism has steadily increased with state of the economy and market. As we approach another ER season, will be watching closely for any opportunities as they present themselves. Patience is the key and challenge in this current state of affairs. However, looking to start new positions in the following at some point: $PAYC, $SNOW, $ULTA, and $NOW. $ENPH has also stated to intrigue me as well in the clean/green energy sector. Hope everyone has a great day!


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