Portfolio Update #4 (7/12/2023)

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

Update #4 (7/12/2023)

Given the recent large increase in market prices with CDLX and CVNA, I wanted to provide another portfolio update and my current thoughts and decisions.

This is the forth 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.