Current holdings ?
Hi Marty,
do you share your current holdings as part of this service? If yea, where I can find them (i just sign up today)
thanks,
alok
alok
I do not disclose my current holdings as I do not want to influence anyone. Also, they are subject to change quickly, especially as the new data points arrive.
But, since you asked, I will include the current holdings in my actively managed trading account. I am uncomfortably long in technology stocks.😂 This could look much different by next weekend....
AFRM 8%
TSLA 8%
NVDA 5%
AMD 5%
CRWD 5%
FTNT 5%
CROX 5%
ASAN 4%
UPST 4%
APPS 4%
GBTC 2%
ETHE 2%
57% INVESTED if we start a power trend I will become 80%-90% invested, and likely to add to current positions instead of buying any new equities. If I do add a new stock it will likely be from the oil and gas sector.