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)
I. Snapshot My Implied Share Price: $34.43 My Current Holdings Symbol Price Weight Cash 1.00 25.12% PETS 1.98 12.59% AII 19.27 8.11% IIPR 63.36 2.84% WEYS 39.49 2.83% ZM 87.15 2.57% PINS 22.07 2.07% MED 10.96 2.07% UPWK 9.16 1.99% EXE 90.72 1.95% USNA 21.51 1.91% BBBY 5.83 1.85% FVRR 10.81 1.84% MKL 1979.65 1.77%
2nd Quarter 2026 4-S Report Read More »
Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related
Snapshot My Implied Share Price: $32.62 Situation I wanted to fund additional opportunities in LULU and ACN, and rebalance my portfolio. Response I took some profits in BBBY, still leaving a good amount of exposure. I am excited about UPWK because it is similar to FVRR. I also found it to be undervalued. After I