TAYD

2nd Quarter 2026 4-S Report

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

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

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)