Signa

graphic designer turned equity investor

[Signa @SignaStrategies]

I took some time to consolidate holdings between my 🇨🇦 and 🇺🇸portfolios.

Looking at it this way; not too shabby!
Would like to add to the $NFLX and $MA positions and if $ADBE drops further I would be happy to add more there as well!

Cheers 🥂

[Signa @SignaStrategies]

@ariaradnia Holy shit wasn’t even a gotcha…

[Signa @SignaStrategies]

@wealthmatica This is a fantastic Breakdown!

[Signa @SignaStrategies]

Have not done a portfolio update in a while, here is what we are looking at. Been on an $APP buying spree of late, and diversified away from semis into watcher positions in $NFLX and $SNEX which make up the Other category.

Happy investing!

[Signa @SignaStrategies]

@ManuInvests

[Signa @SignaStrategies]

@PronkDaniel Buying at these valuations?

[Signa @SignaStrategies]

@ariaradnia I mean ytd 1y 5y VOO has outperformed big time but yeah I guess going forward sure

[Signa @SignaStrategies]

@wealthmatica $ICE is also a top tier company - owns the rails behind the most popular exchange and is actively expanding into mortgage technology

[Signa @SignaStrategies]

@AustinsStocks Cheers brotha 🫡

[Signa @SignaStrategies]

I will never forgive myself for selling $CRWD at a loss at $400 because the valuation was too high

[Signa @SignaStrategies]

@ariaradnia

[Signa @SignaStrategies]

@DrewCohenMoney Clear as day lol

[Signa @SignaStrategies]

@ariaradnia Oracle?)?!?!?

[Signa @SignaStrategies]

@AliAbdelaziz00 Ah yes Anderson and Silva

[Signa @SignaStrategies]

@ariaradnia Platform 👏 Business 👏

[Signa @SignaStrategies]

@HolySmokas Would have to say revolve or cheesecake, great companies but take profit while you can

[Signa @SignaStrategies]

@WillBiddy_ Funnel DUOL and Intuit into MSFT and your golden

[Signa @SignaStrategies]

@ariaradnia Shall we pick up some shares?

[Signa @SignaStrategies]

@ariaradnia Buy Netflix hold uber sell meta
I own uber it’s pretty sizeable position of mine, Netflix trading at a striking discount for the world leader in streaming meta I’m just not sure how sustainable the revenues are with 100% coming from advertising

[Signa @SignaStrategies]

@ariaradnia Netflix Mastercard Microsoft Ice Cerebras outside of the quality I own

[Signa @SignaStrategies]

@Ekonixlab I prefer Applovin as my Advertising exposure, not sold on the Reddit story how do they expand/innovate from here? I also have Amazon and Google for advertising

[Signa @SignaStrategies]

I took some time to consolidate holdings between my 🇨🇦 and 🇺🇸portfolios.

Looking at it this way; not too shabby!
Would like to add to the $NFLX and $MA positions and if $ADBE drops further I would be happy to add more there as well!

Cheers 🥂