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Portfolio changes - update 12
Hey fam, I decided to make yet another set of changes to my portfolio.

  • I added to my Adyen position over at another brokerage, now about 2,5% allocation, down roughly 16%. I'm looking to continue adding if we continue dipping. Just letting you know since I can't connect that brokerage with Commonstock.
  • I'm exiting $COUR. I realized $MSFT gives me an exposure to higher education just enough via LinkedIn Learning. So I'm consolidating and about to add yet again to my $MSFT position.
  • I'm also exiting $COIN and decided to have an exposure to the world of crypto and web3 just via $SQ (heavily invested in Bitcoin), $SHOP (integrating NFTs and Crypto into their solutions), players building infrastructure for crypto and blockchains such as $MDB $NET $PLTR and a few other players such as Semis ($AMD $NVDA) or providers of the crypto services like $MELI.

I'm in a process of deciding what I want to add to besides $MSFT here, I'll let you know later about what I bought more of.

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