After holding a cash cushion I felt almost irresponsible not deploying as it crested 20% of my portfolio, I have sprung into action on this second consecutive down day. This morning I bought shares or options in:
One thing that helps me on days like these is looking at the market cap of these companies:
Shopify looks like a massive company at 15.6 billion! Ha…compare that to Apple at 933 billion (59 times as large!) or Amazon at 868 billion…or even FedEx at 65 billion or Kraft Heinz at 74 billion.
These are tiny, tiny companies with a lot of room to grow.