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Quick portfolio update
I wanted to share an update on my current portfolio while I’m working (trying to) on substack post that I’m hopeful to release by Monday.
- $TWTR as (probably) most of you know that Elon Musk took almost 10% stake in Twitter which skyrocketed the price for me to go from -20-30% to +0-5% which gave me opportunity to trim and add more to $PYPL $SPOT and $MITK . I still like it but EM is a wild card
- $OMAB I’m trading in and out of (for profit) as I can’t get my self to hold it in my portfolio unless it goes below 50-55 range 🤷🏻♂️ I realize I’m just price sensitive when it comes to certain portfolio positions.
- $DISCK should be becoming WMD soon so keeping dry powder for this one while adding tiny amounts as it goes down.
For $C I have as a sell put option expiring next week into earnings with price or 45. I think it’s cheap and that P/B is getting interesting BUT I also know Citigroup is cheap for a reason and it needs to prove it self in the “turn around play” not touching it via buying stock until below 45.
If you are interested in following my journey follow me on here (commonstock) , Twitter, and my Substack!

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