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6 Additions for This Week
Through my regular dollar-cost averaging in my $HOOD account on Monday and my Stash account Thursday, I added to the following stocks: $TTD, $SHOP, $MELI, $U, $UPST, and $SE.

These may be my single highest conviction stocks and make up a portion of my core 34 holdings.

Trade Desk will benefit from the steady shift to connected TV, alongside $ROKU.

Shopify, MercadoLibre, and Sea are fascinating at these prices and offer increasingly strong optionality as time goes on, it seems -- not to mention they dominate their niches already.

Unity faced a significant issue regarding its advertising, but it appears to be a one-off event. I cannot like this company's optionality more.

Upstart's sell-off completely confuses me. While risks remain, the risk/reward potential for the company has become far too interesting.

tl:dr

These are six great businesses with high growth optionality for the long term, now trading at significant discounts.

I am also planning to add to one of my "higher-risk" core holdings Monday -- who would you all pick?
Which riskier stock should I buy Monday?
12%$TDOC
32%$SOFI
8%$GLBE
48%$RBLX

25 VotesPoll ended on: 5/16/2022

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