SPRY and PESI down, and MELI oversize did much of this.
Then:
End Oct. account value $814,351.37
To inherit = $558,412 = 68.13%.
End Nov.
Current portfolio value $833,296
To inherit = $592,047 = 71.04%.
End Dec.
Current portfolio value $818,109
To inherit = $592,047 = 79.12%.
Nothing added/deleted this side.
AMZN 298 $58,983 / $58,741/$65,378
MELI 56 $57,537 / $74,185/ $94,224
AVGO 314 $52,365 / $51,568/ $72,797
GOOG 288 $49,550 / $47,972/ $54,856
AAPL 175 $39,009 / $40,227 / $43,823
UTG 1044 $33,512 / $36,101/ $33,084
ISRG 56 $28,355 / $30,680/ $29,229
MSFT 70 $27,905 / $29,190/ $29,505
XLU 313 $24,454 / $25,493/ $23,691
PANW 140 $23,934 / $26,835/ $25,474 split
CCD 900 $21,600 / $22,059/ $21,874
XLK 87 $19,480 / $20,323/ $20,229
CAVA 299 $18,940 / $34,220/ $33,727
VUG 49 $18,913 / $19,797/ $20,111
CALF 368 $16,324 / $17,586/ $16,195
COWZ 242 $13,844 / $14,708/ $13,668
VNQ 140 $12,104 / $13,473/ $12,471
QQQ 17 $7,798 / $8,092/ $8,691
SPY 12 $6,852 / $7,146/ $7,033
CURE 127 $5,684 / $9,586/ $11,720
PPA 74 $4,115/ $84,90
Out ANET VRT SRTS DXCM MOH AORT
Then:
For sale at some point = $253,053 = 30.87% cash included
Now:
For sale at some point = $240,790 = 28.89% cash included
SPRY 6177 $91,560 / $86,478/ $65,167
ATLCZ 3100 $86,625 / $87,045/ $78,306
SDOT 1761$4,841 / $5,920/ $6,674
TMDX 59 $164 / $608/ $3,678
PESI 1051 $15 / $4,340/ $11,634
BITO 28 $637
ORGNW 200 $26
XAIR 550 $197
TBLA 500 $1,825
ASML 3 $2,079 |
