Holdings

$GOOGL 14%

$ASML 14%

$VOO 13%

$MELI 8%

$YETI 6%

$V 5%

$TREX 4%

$HD 4%

$BLD 3%

$DOCU 2%

Common stock having a hard time with my portfolio recently. I’m guessing bc TD Ameritrade is migrating to Schwab. Maybe?

2023 YTD performance

Portfolio + 23.6%

S&P 500 + 16.2%

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2022 performance

Portfolio - 11%

S&P 500 -19%

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2021 performance

Portfolio + 30%

S&P 500 + 26%

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Buys none

Sells none

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Real Estate

The renter moved in. Have a year lease in place. The rent covers the mortgage, HOA and insurance. So breaking even while having someone else pay my mortgage and building equity.

Where are we:

We are in a upswing. @mapsignals had a great post about why. My market estimator is much more gestalt related. I mainly track news headlines. And coming from falls 2022 constant negativity and dark skies, we have a more even mix of bulls and bears.

What I’m doing about it:

Only watch list stock is $ENPH. I’m mainly in cash rebuilding mode. 7% cash.

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No stocks on sell side chopping block.