Like everyone, my October was down. This makes the 3rd month in a row of negative for my portfolio. There is a lot of fear in the markets right now, hopefully that bodes well for future returns.
I made one move this month in that I lowered my Tesla position a tad and added that money to Snowflake, Confluent & Nvidia. When I lowered it, Tesla was still my biggest position. It has since dropped to my #2 due to stock performance. I made this move after the Microsoft call where Azure growth stabilized & even ticked up a tad. I see this as a good sign for Snowflake, Confluent & Nvidia.