Exiting a Position and Adding to Others a. Updated Performance Overall: Year-to-date: b. Today's Changes
News of the Week (January 19-23, 2026) In case you missed it: * Netflix (NFLX) Earnings Review * Taiwan Semi (TSMC) Earnings Review * My Current Portfolio & Performance vs. the S&P 500 Next week, earnings season ramps up. I will
Portfolio & Performance Update Table of Contents * a. Portfolio & Performance Updates * b. Today's Changes * c. Portfolio Management Strategy * d. Updated Holdings A detailed Netflix earnings review will be published tonight. a. Portfolio & Performance
