week 2 of having a global portfolio :
we are now reading up on some of the most exciting names in the industry.
model portfolio that i want to have has now shifted from American only names, to a basket of :
$SIVE $ASML $SMTOY $LPTH $NOK $SOLS $ETN $NVDA
Rebalancing at 36 days :
32% in 36 days.
1. Reducing $SIVE, and swapping out $SOLS, $ETN and $LPTH for better names with more research.
2. adding $ALRIB at 7% allocation, $TSLA for about 10% and $AMKR for another 12% odd. Heavy Semis.
This is what before and after look like.
week 2 of having a global portfolio :
we are now reading up on some of the most exciting names in the industry.
model portfolio that i want to have has now shifted from American only names, to a basket of :
$SIVE $ASML $SMTOY $LPTH $NOK $SOLS $ETN $NVDA
Rebalancing at 36 days :
32% in 36 days.
1. Reducing $SIVE, and swapping out $SOLS, $ETN and $LPTH for better names with more research.
2. adding $ALRIB at 7% allocation, $TSLA for about 10% and $AMKR for another 12% odd. Heavy Semis.
This is what before and after look like.
i am just a 25 year old managing my own money who learns constantly from people much smarter than myself. i read new things everyday and keep changing my thoughts and views as per new information and learnings. so all in all, this is not investment advice (not that anyone is
taking it as such anyway)
link to the model portfolio so we can all see how it performs live over the next 8 months or so. (if) changes made, will be updated under this tweet first and then in the portfolio.
https://t.co/LwVJP8yW1E
([email protected] / DM for access)
this thing that does not stop has gotten me a majority of the gains in the portfolio. we are down to about 20% of the original size, up about 150%. i don't think i ever want to sell that 25% lol just keep it for life as a token of the first US multibagger. $ARM
up about 80% in $ARM from the first entry. holding close to half. was about 20% of pf at cost. played options + 2X ETFs too.
feeling like a fucking idiot for not YOLOing more into this.
90% promoter owned = no float.
with updated rules, isn't it viable as a Nasdaq 100 entrant ?
Kadını şımartmak dünyanın en eril olayıdır. Yanında simaran bir kadın varsa kendini tam bir erkek gibi hissediyorsun. Ben ne kadar harika bir erkeğim ki bu kadın tüm perdelerini indirmiş, özgürce yanımda şımarıyor diye düşünüyorsun.