Portfolio Update
Portfolio Update
Portfolio & Performance Updates
Table of Contents * a. Updated Performance * b. Portfolio Changes * c. Portfolio Management Strategy * d. Updated Holdings a. Updated Performance Overall: Year-to-date: b. Portfolio Changes
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Portfolio Update
Exiting a Position and Adding to Others
a. Updated Performance Overall: Year-to-date: b. Today's Changes
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Portfolio Update
Portfolio & Performance Updates
A Core holding is up another 35%. Trimming a Piece.
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Portfolio Update
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
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Portfolio Update
Exiting a Position & Adding to a Few Others.
Cutting a core holding and adding to a few more.
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