04-30-2021, 10:24 AM
Made a bunch of moves in my trading account this morning.
Liquidated positions in CRSP, NTLA, EDIT, NVTA, BNGO, NNDM, TDOC, PACB, and SHAK.
Opened new positions in AMZN and GOOGL and added to my positions in SEDG, ENPH, and GBTC.
Portfolio holdings by size is now: GBTC, NVDA, SQ, TTD, FB, DG, AMZN, GOOGL, SHOP, EGY, SEDG, ENPH
Basically came down to getting rid of the speculative junk and moving more into companies with actual earnings and growth.
Liquidated positions in CRSP, NTLA, EDIT, NVTA, BNGO, NNDM, TDOC, PACB, and SHAK.
Opened new positions in AMZN and GOOGL and added to my positions in SEDG, ENPH, and GBTC.
Portfolio holdings by size is now: GBTC, NVDA, SQ, TTD, FB, DG, AMZN, GOOGL, SHOP, EGY, SEDG, ENPH
Basically came down to getting rid of the speculative junk and moving more into companies with actual earnings and growth.