And...I'm Out

Of cash in my portfolio.

I had recently sold some losing positions to off-set a bit of capital gains taxes and had 15% or so cash.

I really really wanted to keep some on the sidelines, but I couldn’t help it. Back to being fully invested.

Can’t share what I bought/sold yet, but I’ll update in my end of month/end of year update.

Portfolio is down 14% in the last 7 days and up 53% YTD.


As of today, I also out of cash.


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Me three

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I always seem to be out of cash.

(Too bad I can’t pick up any of these bargains.)

I always seem to be out of cash.

I am selling hard hit slower growth names like HUBS for faster growth names (equally hard hit) like TTD.