Gordito Investing (@finfoucapital) 's Twitter Profile
Gordito Investing

@finfoucapital

Growth stock investing and Arsenal

ID: 1340053771792097281

calendar_today18-12-2020 21:58:49

48 Tweet

36 Followers

436 Following

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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!

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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.

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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

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
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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%

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

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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.

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.
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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.

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.
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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

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