Overall, 9 stock positions increased/added.
Additional investments into my
Stash portfolio (4).
$BMBL - $35.66 consensus price target. DCA down from previous buys.
$CMPS - $73.00 consensus price target. DCA down from previous buys.
$SFIX - $12.20 consensus price target. DCA down from previous buys.
$YUM - $135.95 consensus price target. DCA down from previous buys.
None of the above, with the exception of
$YUM, are core positions, I'm banking on the differential in the current share price vs the anticipated upside. Willing to hold, but will take profit when it presents itself.
Anyone familiar with
M1 Finance knows how the 'pies' work, but for those that don't, once the pie is setup and weighted you have very little control, aside from adjusting percentages, in controlling individual buys. Since I added
$CUBE to the "
Fat Cat Investing" portfolio today, I deposited an off-schedule deposit to force a 'buy' resulting in the purchases above, as dictated by my weighting. The addition of
$CUBE brings this portfolio up to 49 holdings.
These are now "core" positions in this IRA, so unless there is a fundamental change in one of the REITS - all 49 are long term holds.