Portfolio Update

Portfolio Update
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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
Nerd Max Access

Portfolio & Performance Updates

A Core holding is up another 35%. Trimming a Piece.

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Portfolio Update
Nerd Max Access

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
Nerd Max Access

Exiting a Position & Adding to a Few Others.

Cutting a core holding and adding to a few more.

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