Hi Stocktrader, I sold TNA to buy SOUN and PSNL but didn't have enough fund for ATOM. Congrats on ATOM! Thank you for recommend holding on ZENV. I am very happy it went back up past $2.
Last week: +9.05% (YTD: +18.91%) Portfolio Leaders: ATOM ZENV SOUN Portfolio Laggards: OSIS
In a modest up-week for the indices, the portfolio posted great gains with some big winners picked up Tuesday (ATOM SOUN) in a portfolio reshuffling to focus on ideas I think are poised to have an even better '25 with respect to business momentum. It is nice to close out the year strongly with some individual names outperforming - a key hallmark of my performance for more than a decade, but to which I got distracted this year with too much pick complacency and a macro thesis that cost me some opportunity. It is always important to keep learning, keep discovering, and keep trying new ideas - it is the way individual investors, like us, can consistently beat the averages. I hope this next year finds everyone with a portfolio that suits their style and performs well :)
10 comments:
Hi Saleem,
Good luck with the swab!
Hi Saleem,
Good luck with TSLA once again!
Stocktrader
Hi Saleem,
Trimmed 25% SOUN @ 23.84 to take a few profits and because it had gotten quite overweight versus the rest of the portfolio
Bought half size BMR @ 4.10 on next year's prospects and good price action
Stocktrader
Hi Stocktrader,
Good strategy with high flying SOUN.....
Good luck with BMR.....
Saleem
Hi Stocktrader,
Good luck with BMR and thank you for SOUN recommendation! Much appreciated!🙏
Hi Stock Rookie,
You are welcome!
Did you buy any of ATOM by chance on Tuesday? That really took off quickly thereafter.
Stocktrader
Hi Stocktrader,
I sold TNA to buy SOUN and PSNL but didn't have enough fund for ATOM. Congrats on ATOM! Thank you for recommend holding on ZENV. I am very happy it went back up past $2.
Hi Stock Rookie,
Yes, the price action on ZENV has been quite good recently. I hope the breakout above the 200 DMA holds next week!
Stocktrader
Praying for above 200 DMA!
Hi Saleem,
Last week: +9.05% (YTD: +18.91%)
Portfolio Leaders: ATOM ZENV SOUN
Portfolio Laggards: OSIS
In a modest up-week for the indices, the portfolio posted great gains with some big winners picked up Tuesday (ATOM SOUN) in a portfolio reshuffling to focus on ideas I think are poised to have an even better '25 with respect to business momentum. It is nice to close out the year strongly with some individual names outperforming - a key hallmark of my performance for more than a decade, but to which I got distracted this year with too much pick complacency and a macro thesis that cost me some opportunity. It is always important to keep learning, keep discovering, and keep trying new ideas - it is the way individual investors, like us, can consistently beat the averages. I hope this next year finds everyone with a portfolio that suits their style and performs well :)
Holdings: SOUN CNK UEC OSIS ATOM (all x1.5), ZENV SRRK PLNT PSNL, BMR (x0.5)
Stocktrader
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