Down -0.88% for the day

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I made the first big changes to my portfolio in over A year. I added some starter positions in 10 stocks I’ve been eyeing and think are great long term business. I trimmed some of my hyper growth stocks from 5% to 4%, and started positions in mostly dividend growth compounders.

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New positions: $V $MA $COST $SPGI $MSCI $VICI $DHR $NVO $MELI $CDNS

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Holdings: https://m1.finance/0cuZzMQAFyEh

5% $AAPL

5% $MSFT

5% $GOOGL

5% $AMZN

5% $TSLA

5% $NVDA

5% $AMD

5% $TSM

5% $ASML

5% $ADBE

5% $CRM

5% $SNOW

4% $CRWD

4% $ZS

4% $MDB

4% $NET

2% $V

2% $MA

2% $COST

2% $SPGI

2% $MSCI

2% $VICI

2% $DHR

2% $NVO

2% $MELI

2% $CDNS

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