$17.2m follower assets
Monthly update
YTD - 8.9% vs S&P -13.4
As long as I keep outpacing the market, I’ll keep hanging out with you all and buying individual companies.
Sold $ILMN. I had a post about why last month. Also excited a small tracking position in $SHOP. That’s it. Sold 2 companies all year.
Bought
Started new $UPST
I really enjoy being a part of this community. Thanks for listening!
I feel for the $DOCU position. I road it all the way up during Covid and also back down 😭
@nathanworden 
Sorry to here about your paper loss. I, fortunately, bought the dip. But remember just bc Mr Market says your company is less “valuable” this year than last. Doesn’t mean that you can’t be a long term winner