One way to force me to keep on track.
Been moving forward.
34 positions then, 28 now. Red positions sold out.
Then Current portfolio value $833,296 To inherit = $592,047 = 71.04%. AMZN 302 $58,983 / $58,741/ $55,830.74
MELI 69 $57,537 / $74,185 / $137,789.55
AVGO 332 $52,365 / $51,568 / $60,404.08
GOOG 295 $49,550 / $47,972 / $47,023.00
AAPL 195 $39,009 / $40,227/ $38,639.25
UTG 1044 $33,512 / $36,101
ISRG 40 $28,355 / $30,680 / $19,744.00
MSFT 94 $27,905 / $29,190 / $36,514.30
XLU 313 $24,454 / $25,493
PANW 148 $23,934 / $26,835 / $24,914.32
CCD 800 $21,600 / $22,059 / $16,216.00
XLK 87 $19,480 / $20,323 / $17,256.45
CAVA 323 $18,940 / $34,220 / $29,092.61
VUG 74 $18,913 / $19,797 / $26,654.80
CALF 368 $16,324 / $17,586 / $12,526.72
COWZ 252 $13,844 / $14,708 / $12,574.80
VNQ 140 $12,104 / $13,473
QQQ 40 $7,798 / $8,092 / $18,176.00
SPY 37 $6,852 / $7,146 / $19,755.78
CURE 136 $5,684 / $9,586 / $11,657.92
PPA 93 $4,115 / $10,732.20
Now:
For sale at some point = $240,790 = 28.89% cash included SPRY 6677 $91,560 / $86,478 / $93,811.85
ATLCZ 500 $86,625 / $87,045 / $12,075.00
VRT 18 $5,986 / $2,522
SDOT 3161 $4,841 / $5,920 / $6,005.90
SRTS 600 $4,293 / $5,334
DXCM 50 $3,517 / $3,641
MOH 9 $1,633 / $2,617
AORT 40 $802 / $1,130
TMDX 74 $164 / $608 / $5,962.92
PESI 301 $15 / $4,340
New:
MNDY 8 $2,276
MPWR 2 $1,161
TBLA 200 $706
Cash $17,525 |