August 2026

August 8, 2026 – Opportunistic Optimizing (RE: MED, AII, AWX, FLR, FVRR, HGBL, JTAI, SITC, TGT, USNA, VTSI, WEYS, WW, and ZM)

Snapshot My Implied Share Price: $35.73 Current Holdings Symbol Price Weight Cash 1.00 19.98% JTAI 1.95 10.04% USNA 15.47 3.82% WW 18.12 2.76% PETS 1.98 2.68% IIPR 59.16 2.67% WEYS 46.17 2.58% AII 21.00 2.56% ZM 104.50 2.55% NUS 5.49 2.13% UPWK 9.67 2.12% LEN 88.18 2.07% FLYX 1.20 2.07% EXE 92.84 2.01% LNC 46.03 […]

August 8, 2026 – Opportunistic Optimizing (RE: MED, AII, AWX, FLR, FVRR, HGBL, JTAI, SITC, TGT, USNA, VTSI, WEYS, WW, and ZM) Read More »

Uncategorized / Miscellaneous

August 1, 2026 Brief Update

Snapshot My Implied Share Price: $33.58 Situation Continuous monitoring and evaluation of holdings. Response Small adjustments. Reflections This week the portfolio remained stable however, based on a drop in the quoted price of JTAI, I increased exposure to it to stay at 10%, then cash reserves dropped below my personal functional preference. So, I sold

August 1, 2026 Brief Update Read More »

Decisions: Owner's Snapshot, Situation, Response, and Reflections (SSRRs)