Made a pretty good move on the pullback so far.
I took the easy way, adding the value of for sale positions, and cash from the
bottom of the page: $159,087.
Then
Current portfolio value $833,296
To inherit = $592,047 = 71.04%.
Now
Current portfolio value $776,145
To inherit = $617,058 = 79.50%.
By market value:
MELI 69 $137,789.55
AVGO 332 $60,404.08
AMZN 302 $55,830.74
GOOG 295 $47,023.00
AAPL 195 $38,639.25
MSFT 94 $36,514.30
CAVA 323 $29,092.61
VUG 74 $26,654.80
PANW 148 $24,914.32
SPY 37 $19,755.78
ISRG 40 $19,744.00
QQQ 40 $18,176.00
XLK 87 $18,404.14
CEG 70 $14,577.50
COWZ 252 $12,574.80
CALF 368 $12,526.72
CURE 136 $11,657.92
TECL 228 $10,818.60
PPA 93 $10,732.20
VST 66 $7,372.86
For sale sometime:
SPRY 6677 $93,811.85
CCD 800 $16,216.00
ATLCZ 500 $12,075.00
SE 56 $6,597.36
SDOT 3161 $6,005.90
TMDX 74 $5,962.92
CNXC 80 $3,905.60
BITO 109 $1,990.01
Cash $17,525 |
