Weekly portfolio update — August 2nd

This week I added to $SOFI after earnings and continued building $NFLX.

No sells.

My portfolio is now up 20% YTD, with cash ready for another huge week of earnings.

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5 Comments

Stocks @stocksetfsbonds · 12d

What’s your thesis for Oscar health?

NickMtb @nickmtb · 15d

Nice! Am jealous of your 23% AMD position. Big week for AMD.

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