Not much has changed in the Portfolio in the last couple of days except that, well…,there seems to be less of it. I’m almost certain of it as the tank looks to be only about 70% or so full. Anyway the roster is now chock full of the usual suspects at the top:
A) STARTERS
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DDOG
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BILL
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ZS
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SNOW - Seems to be getting more playing time as the days go by.
-
S
B) The Bench
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CRWD
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MELI
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MDB - Replacement for UPST
-
NET
C) Scout Team
- GTLB
And thats about the gist of it.
Honing those Hunker Down skills and mostly waiting the market storm out. Biding my time and passing time by carving an exact replica of the Pieta out of an old hickory log at the compound. Currently it looks more like a sort of leaning two story doghouse - but I’m sure it will come together.
All the Best,