RAVE

3rd Quarter 2026 4-S Report

Leave a Comment • Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related •

I. Snapshot My Implied Share Price: $32.93 My Current Holdings Symbol Price Weight Cash 1.00 24.73% JTAI 1.57 8.69% PETS 1.285 8.04% WW 14.86 2.81% LYFT 16.22 2.70% ZM 97.74 2.70% KWEB 24.93 2.65% EXE 88.22 2.53% USNA 14.66 2.21% NUS 4.74 1.90% MKL 1760.74 1.87% TAYD 58.92 1.44% CELH 28.58 1.37% NVO 38.64 1.31%

3rd Quarter 2026 4-S Report Read More »

Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related

May 23, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: RAVE, UPWK, JOYY, and TAYD)

Leave a Comment • Decisions: Owner's Snapshot, Situation, Response, and Reflections (SSRRs) •

Snapshot My Implied Share Price: $33.44 Situation I add 4 new positions. RAVE, UPWK, JOYY, and TAYD I added all of these companies for the same reasons. They were all on my watch list. I’ve been following them for a long time. Now, I’ve made the decision to be more flexible with my portfolio and

May 23, 2026 Owner’s Decisions – Snapshot, Situation, Response, and Reflections (Re: RAVE, UPWK, JOYY, and TAYD) Read More »

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