Portfolio update — August 9, 2026:

11 positions
+26.24% YTD
Largest position: $AMD
Currently building: $NFLX, $UBER and $BN

Still staying concentrated in the companies I have the most conviction in.

654 views

2 Comments

Just a Dude Who Invests

@dudewhoinvests · 7h

I like it

Beevis @beevis · 11h

Thanks for sharing Ashton! Here's my feedback:

1. 🎯 Manage big bets in AMD and SOFI
2. 📊 Tame sector concentration in tech and financials
3. 🧱 Build a broader base under your 11-stock portfolio

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

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