Fugly day for my portfolio. $V selling off again. $CLX as well. Those are my two largest positions.

Then you have $TDOC. Thought I was out of the woods there. Nope.

Purchasing $ATVI not looking very smart either. $DKNG continues to drop. So does $NWL and $KMI and $WEN. Those are all recent acquisitions.

It's all good. First of all a reminder to be humble. Secondly, I'm in this for the long haul and hold positions for years. So will take the opportunity to add selectively to these dips