Portfolio Update #3 (7/5/2023)

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

Update #3 (7/5/2023)

Given some actions taken today, I wanted to provide another portfolio update and my line of thinking (such as related to CDLX and CVNA, and recent news).

This is the third portfolio update (see here for past updates).

About Portfolio Updates in General

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 recent actions, the reasons, and a summary of my holdings and allocation of my investments over the last few months and up to today.

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

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.