I like taking a look back at the month to see what stock has moved up the most. $AMD is back to its upward trajectory. The company continues to be my favourite story and my highest conviction for the rest of the year. Great leadership, misunderstood moat, and a recent acquisition that looks promising. I did make some “mistakes” in selling out of $PLTR and $NBIS, but I wanted to lock in my profits. I felt like I wanted less risk in my portfolio and they had both run up recently. I’ve started to create a position in $GOOGL today. Just 1 share for now. Not in a rush but I like the valuation even if it’s somewhat misleading EPS due to Anthropic gains. How did your portfolio do this month?
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4 Comments
Eric Pan
@ericnomics · 19d
appreciate you
Zachary Froehlich
@fronation6 · 19dEdited
Never feel bad getting spooked out of names or simply taking profit. Remember anything positive you get out of investing forever beats those not investing at all 💪🏼 You will get another opportunity, don’t try and fomo back in, you made your decisions based on the info you had. Keep it up!
Tristan Myrick
@tristan_1776 · 19d
How does your's tell you this? Where do you go to find it?
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