Portfolio Update #5 (7/19/2023)

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

Update #5 (7/19/2023)

Although there has not been too much time since the last portfolio update, both CDLX’s and CVNA’s market prices have changed quite a bit (given some of the most recent announcements), and so their allocations in my portfolio have also changed.

Therefore, I wanted to provide another portfolio update with my current thoughts and decisions.

This is the 5th portfolio update (see past updates here).

In the post below, I will provide some updated thoughts to the discussion points in Portfolio Update #4:

• My Leverage with CDLX and CVNA

• Recent / Current / Upcoming Decisions

• Thoughts on CDLX and CVNA Recent Price Increases

I also discuss:

• Thoughts on Other Potential Stock Investment Ideas

And as before, I provide:

• Summary of Recent Allocations, Prices, and Actions

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.