Portfolio Update — August 31

Pretty quiet week for the portfolio.

My only buy was my weekly $BN DCA.

Outside of that, I’ve been stacking cash and staying patient.

For the “Other” portion of the graphic:
$BN: 4.3%
$NFLX: 3.9%
$FUBO: 0.6%

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3 Comments

Beevis @beevis · 20d

Thanks for sharing Ashton! Here's my feedback:

1. 📊 Reassess single‑stock concentration
2. 🧪 Define how much high‑growth tech risk you want
3. 🧱 Clarify your core vs conviction plays

Including my full thoughts below, shoot me a message if you wanna chat about it!

Leo @l3onel · 19d

Hmm no etfs, are u planning on starting a position in etfs to balance out risk?

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