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Keeping some money on the sidelines
Took some more minor profits from $TWTR pre market to keep my stake below 5%

Need to stick to the rules and will only be adding below 30ish

I really don’t know how things will be with growth in the coming quarters and with rising rates wouldn’t be surprised that growth stocks will be going lower, my exposure to growth is already too much (in my opinion) and so I want to keep some cash on the side lines and use it for selling out options

With current cash looking to add to $SPOT $PYPL $IAC $WBD if we to go lower…

Current cash in % about 5%

Yegor's avatar
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