My top (>2%) positions in no particular order: BRKB, FB, GOOG, PSHZF, AAPL,
In:
Out:
Fixed income: 6%
Cash: 4%
Sectors
(kinda): Insurance (BRK): 15%, Malone/media: 0%, Banks/financials: 7%,
Stock funds: 12%, Industrial: 0%, Consumer: 1%, Medical/pharma: 2%,
Tech: 38%, Various owner-operators (not included in other categories): 3%
New positions: FNKO, ASML, PX, LRCX
Positions increased: STNE, PINS, VEEV, MELI, COIN, CPNG, FB, DOCU, XBI, AMZN, RBLX, EXPI, GOOGL, RILY, ZM, TER, MRNA, SHOP, PAGS, TDOC, PUBM, CRM, BMBL, PSHZF, HLFFF, OTCM, FVRR, MGNI, THRY, ZIP, CURN, ETSY, MTCH, JTKWY,
Positions reduced: TTWO, MCO, TRRSF, COST, YELP, EXPE, TWTR
Positions
eliminated: EAGRF, KD, NWINF, ZNGA, IBM, FICO, PLTK, BABA, BIOX, TCEHY, RDBBY, REGN, CRCT, FFXDF
Flip-flop:
Out of all the stocks growth or "value" (I don't hold many value stocks), the only three stocks that held up so far are BRKB, VRTX and V. Also PSTH, but that's pretty much cash equivalent. Crypto did not do well. Good funds did not do well. Most holding companies apart from BRKB did not do well.
Sold stocks due to lack of growth (RDBBY, CRCT, KD, IBM), not strong conviction (FFXDF, REGN), high valuations (MCO, TRRSF, COST), cleaning up portfolio (EAGRF), and political reasons (BABA, TCEHY). BIOX sold after merger announcement. TWTR sold after buyout announcement.
Out of the buys, GOOGL is probably the highest conviction buy at this time.
STNE needs to climb out of the hole it dug last year.
FB needs to split into two companies... or barring that to refocus on the growth of the non-meta businesses.
ASML, LRCX, PX are currently small/tracking positions.
Some growth stocks listed as purchases are still expensive and I added mostly small adds at possibly not great prices.
