No worries. It's more of an art than a science for me. I just look at total profits, allocations & what allocation I want to position to represent after the trim or purchase.
Good follow up article on PYPL. Glad you trimmed, should sell the rest and dump into Semi space, SMCI is too good to be true this year. PYPL is not gonna shock the world.
Nice job, Brad! I see alot of green in that portfolio. BTW, what is your CAGR on it? Thanks for all your hard work.
29% annualized. Candidly I don't expect it to remain that elevated. Been a fun few years. Thank you Jeb!
Thank you, Brad, for the information and commentary. I also hold several of the stocks in your portfolio.
I'm curious about the amounts you trimmed in SHOP (6%), CRWD (8%), and PYPL (8%). What process led to those specific amounts?
Apologies if you have discussed this elsewhere; I'm new around here.
No worries. It's more of an art than a science for me. I just look at total profits, allocations & what allocation I want to position to represent after the trim or purchase.
I appreciate the response. My experience with trimming (and selling in general, perhaps) tells me that I'm not much of an artist. :)
Many bright people agree with your point of view here and disagree with mine. I think it's stylistic more than anything.
Good follow up article on PYPL. Glad you trimmed, should sell the rest and dump into Semi space, SMCI is too good to be true this year. PYPL is not gonna shock the world.