Yung Fin

Long-term growth investor - portfolio concentration is overrated. Let’s beat* (survive) the market together! I follow back. Philadelphia Eagles fanatic

[Yung Fin @hallaheezy]

August 1st:
$TTD 13.3%
$SOFI 12.1%
$RDFN 8.6%
$PL 6.5%
$CRWD 6.15%
$MSFT 6.1%
$TSLA 5.8%
$ENPH 5%
$NET 4.9%
$GOOG 4.6%
$SHOP 4.4%
$IONQ 3.6%
$PINS 3.4%
$MELI 2.9%
$NNOX 2.7%
$SE 2.3%
$AMZN 2%
$SPT 1.6%
$EVGO 1.4%
$JMIA 1%
$ZS .9%
$MGNI .8%
$FVRR .3%

[Yung Fin @hallaheezy]

@PHLEaglesNation Let him have it haha

[Yung Fin @hallaheezy]

@PHLEaglesNation Under

[Yung Fin @hallaheezy]

@d4kburner @SadeRepsEagles @DomDavii @PFF So if we go 19-1 then you’d say we were a disappointment. Meanwhile if cowboys get more than 10 wins you’d be stoked

[Yung Fin @hallaheezy]

@LasVegasLocally Tear it down

[Yung Fin @hallaheezy]

Bought a bit of $SE yesterday

[Yung Fin @hallaheezy]

Sold 1/3 of my $ENPH here. I will buy the shares back at 115, then set another alert for 105 where I will sell again. I’ll close my entire position before it gets to 90.

held thru 2020. Should have started selling earlier. Could’ve sold for 300 and now here I am selling for 135

[Yung Fin @hallaheezy]

August 1st:
$TTD 13.3%
$SOFI 12.1%
$RDFN 8.6%
$PL 6.5%
$CRWD 6.15%
$MSFT 6.1%
$TSLA 5.8%
$ENPH 5%
$NET 4.9%
$GOOG 4.6%
$SHOP 4.4%
$IONQ 3.6%
$PINS 3.4%
$MELI 2.9%
$NNOX 2.7%
$SE 2.3%
$AMZN 2%
$SPT 1.6%
$EVGO 1.4%
$JMIA 1%
$ZS .9%
$MGNI .8%
$FVRR .3%

[Yung Fin @hallaheezy]

My January 1st stock positions:
$ENPH 15.5%
$TTD 10.21%
$PL 7.8%
$SOFI 7.35%
$NNOX 7.3%
$CRWD 6.15%
$MSFT 5.6%
$NET 4.9%
$PINS 4.4%
$RDFN 3.9%
$SE 3.2%
$GOOG 2.9%
$SPT 2.4%
$TSLA 2.1%
$TWLO 2%
$MELI 1.73%
$EVGO 1.3%
$IONQ 1%
$ZS .9%
$MGNI .9%
(.5%>) $JMIA $FVRR $RIVN

[Yung Fin @hallaheezy]

June 1st:
$TTD 12.2%
$SOFI 10.5%
$PL 7.5%
$RDFN 6.8%
$ENPH 6.7%
$CRWD 6.5%
$MSFT 5.8%
$NET 5.6%
$TSLA 5.1%
$NNOX 4.5%
$SHOP 4.3%
$GOOG 3.8%
$DIS 3.35%
$PINS 3.3%
$IONQ 2.4%
$SE 2.3%
$MELI 2.3%
$AMZN 1.7%
$EVGO 1.5%
$SPT 1.35%
$ZS .8%
$MGNI .8%
$JMIA .7%
$FVRR .3%

[Yung Fin @hallaheezy]

@BrianFeroldi And the only way to get a 10,000% is to not sell at 1000%, 2000%, 3000%, 4000%, 5000%, 6000%, 7000%, 8000%, and 9000%. 😉

[Yung Fin @hallaheezy]

@BrianFeroldi I love $SoFi, but as a long time shareholder I have witnessed many swings in share price. Today, after the stock rallied +20% I sold 17% of my position.

Am I wrong to trim my position, take the +52% profit, and leave the rest to grow? I do not plan on selling any more shares

[Yung Fin @hallaheezy]

Used the proceeds to buy $GOOG $MSFT $AMZN

[Yung Fin @hallaheezy]

Trimmed a bit of $SOFI because after today it was over 15% of my portfolio. Sold for a bit of profit, and now it’s down to 12.5% of my portfolio.

Will reallocate the proceeds, not sure where.

[Yung Fin @hallaheezy]

Similar to what I did with $NNOX. Now that I have trimmed to an appropriate size it’s time to let $SOFI $NNOX run

[Yung Fin @hallaheezy]

So uh anyone know what happened today?

[CMac @InvestmentTalkk]

"Why don't you just sell all your stocks and buy ETFs, you'll probably have better performance?".

[Yung Fin @hallaheezy]

Sold out of $DIS for a ~10% loss. Put a portion of the proceeds into $MELI

[Yung Fin @hallaheezy]

Thinking about whether or not I should keep $DIS, or reallocate to a different sector. I like $NKE $LOW

[Yung Fin @hallaheezy]

@FootsDaKing Win playoff games

[Yung Fin @hallaheezy]

I sold $NVDA At 124 on 9/30/2022

[Yung Fin @hallaheezy]

@taylorcaniff 2 million followers, but only 600 likes on photos of yourself. Yikes