Portfolio Update #12 (11/7/2023)

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

Update #12 (11/7/2023)

This Portfolio Update contains my decisions and actions before and after CVNA earnings, and before CDLX earnings.

The action taken was my first buy / sell in about 3 months.

I waited to send this out until closer to CDLX earnings, in case I made any further actions.

To begin this post, I include a summary of my past actions and thoughts, my current actions, and future possible actions. This allows you to get the main idea, without getting into all the details.

Following the summary, I then go into much more detail on the reasoning behind each action / inaction. This is also for my own benefit, to fully document my thoughts at this time, and use it to improve.

This is the 12th portfolio update (see past updates here).

Discussion items today include:

• Summary of past, recent, and future actions (related to CDLX and CVNA)

• Details behind the thoughts and actions (related to CDLX and CVNA)

• Current allocations and returns

• Summary of recent allocations, prices, and actions

In addition, directly below is a 1.5-hr video covering this post: