Portfolio Update #1 (6/14/2023)

Current holdings and allocations, and reasons behind recent buy / sell / hold decisions.

I was previously adding my buy / sell / hold decisions to my private notes on OneNote, but I thought it may be helpful to add these as a part of the Research Notes, given most of these decisions are a function of my research and the information I put out.

I believe this will also force me to think through my decisions a little harder and more concretely. Additionally, I can look back on these decisions to learn and improve.

Below I share my holdings and allocation of my investments over the last few months and up to today.

I also discuss my recent buy / sell / hold decisions (such as related to CDLX and CVNA).

Current Holdings & Allocations, and Recent Buy / Sell / Hold Decisions

Given this is the first update I’ve shared in this format, and given some may question my allocation percentages as of today, I thought it would be helpful to quickly share some decisions over the last few months and how I got to today’s allocations.

I will go into a little bit more detail on the most recent decisions, such as those over the last 1 week.

My plan going forward is to make “Portfolio Updates” posts at each time a decision is made, including any inactions when there are large imbalances.

Note: Some of the allocation %’s and the market prices per share are as of when I took a screenshot and recorded the allocations, and are not based on the opening or closing prices of that date.