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businessMay 5, 202542:00pending

Episode 135: Portfolio Update and What's Next

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In this episode I share a portfolio update for the month of April. The focus of the update is not on how individual holdings have performed this month. Instead the approach is doing a post-volatility review and validating if my thesis still remains. I share one stock that is on a "short-leash" and another that will be sold. 

As you know, I rarely sell a stock. When I do it is after careful consideration because I recognize a hidden risk many ignore...switching risk.


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Email                [email protected]   



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Episode 135: Portfolio Update and What's Next

Money Happy Hour

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