Jeff Sanders's avatar
$16.3m follower assets
Portfolio Update: End of July
Wow what a Rally!
17.60% Green Month
39.8% Red YTD
Sold $TTD and started new position in $VEEV. May have been a knee jerk reaction however, don’t have as much confidence after $ROKU reported with Ad-Tech as a whole in this environment. They will be on my watchlist though and will re-enter when macro conditions improve or price gets below 30.
Conor Mac's avatar
That $AAPL report was strong 💪🏼
Jeff Sanders's avatar
@investmenttalk 🙌