Portfolio & Performance Update Updated Performance vs. the S&P 500: Portfolio Changes and Updated Holdings:
News of the Week (October 6 - 10, 2025) Table of Contents: 1. Alphabet – Gemini Enterprise & Search 2. PayPal – BNPL & Ads 3. Amazon – Quick Suite 4. AI Trade Thoughts 5. DraftKings – CEO Interview 6. Mercado Libre – Macro & Products 7.
News of the Week (September 29 - October 3, 2025) Table of Contents: * Nike – Earnings Review * Cloudflare – Earnings Review * The Trade Desk – New Product & a Partner * Mercado Libre – Noisy Week * SoFi – Data & Products * Uber – M&A * DraftKings & FanDuel – Prediction
Portfolio & Performance Updates I am trimming 2 existing positions to take 200%+ profits in one and 300%+ profits in the other. I am shifting that exposure into another core name. The move is predominately to control
Portfolio & Performance Updates a. Updated Performance vs. the S&P 500 Since Inception: Year-to-date: b. Portfolio Changes & Updated Holdings
