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 […]
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)
Snapshot My Implied Share Price: $34.33 Symbol Price Weight Cash 1.00 12.60% JTAI 2.16 10.39% AII 18.66 8.31% IIPR 64.47 2.89% WEYS 39.20 2.81% ZM 91.13 2.70% PETS 1.97 2.65% WW 14.57 2.62% PINS 23.20 2.19% NUS 5.24 2.02% UPWK 9.06 1.98% FLYX 1.15 1.97% LEN 83.89 1.96% USNA 21.82 1.94% HGBL 1.23 1.93% FVRR
Snapshot My Implied Share Price: $34.27 Situation This is my rationale for the quick in and out trades of JetAI (JTAI). I initially got into the position because when I valued the company, I saw that it was transitioning. I saw the share price had dropped dramatically over the years. However, I also saw that