Added to $STEM $CFLT $HIMS $IONQ $SOFI

Some light relief during the growth downtrend.

Nice bit of green today 7% and rising! $SOFI $NVCR $UPST $MQ $PL

My portfolio is going to 0 by about mid February at this rate 😂

Back to break even on the day after adding to some positions. $SHOP $NET and $AMRS from deep red to green. This market is wild!

Was expecting a big red day, but the market always zigs when you expect it to zag. $CFLT $ARQQ and $NET holding up the portfolio.

I'd pick up some $TTD today if I had any spare cash.

Portfolio as of 17th Sep 2024. Looking to add to $ELF $TMDX $GOOG when the opportunity comes.

Exited $PLTR at $50, and it kept running. The valuation is ridiculous, good luck to the longs. Exited $FOUR. Trimmed $RKLB New adds $ASML $FSLR $ZETA Added to $ELF $TMDX $AMZN $MELI $SNOW

Current Holdings going into 2025 I'm excited about $AMD $TMDX $TEM $FSLR going into 2025. I'm expecting a volatile year in the overall market, so would like to raise cash where I can to take advantage of pullbacks. My performance in 2024 was 46%

$HIMS and $TEM going wild today! Both up over 110% YTD im regretting every $HIMS share ive trimmed and every $TEM i didnt buy in the $30s.

Portfolio update New adds $GRAB, $KWEB Sold $CRDO, $ZETA Ive been adding to $AMD, $ELF, $SHOP, $CFLT, $TMDX $HIMS now largest position despite trimming, $CRWD also trimmed.

Send $HIMS down, I'd like to buy back the shares I trimmed.

$ELF ripping and $CELH holding up well the past 2 trading days. Not sure why but i'll take it in this sea of red.

$TMDX & $TTD pumping! Those dips were gifts.

Huge 1 month moves $HIMS $TEM $TTD $AMD $FSLR $EOSE $TMDX

Current state of portfolio, up 30% in the last 3 month. Top 5 now $AMD $HIMS $GOOG $NBIS Cash May sell $SE and add to $MELI just to concentrate. Potential to add to $AMZN and $TMDX, otherwise i'll just ride the bull market and raise the cash % for now.

Changes made since the last time I posted. Exited $GOOG, $EOSE, $RKLB, $SNOW, $TTD, $KEWB and $SE Added $META, $RBRK, $ADBE, $NOW, $ZETA I'm happy with 50% plus in $NBIS, $AMD, $AMZN, $META and $ASML The more research I do, the more I think I don't own enough $TEM