Jul 30, 2022·edited Jul 30, 2022Liked by TheStockNovice
I usually consider portfolio reports as just fluff....I fondly call them "portfolio porn". However, your portfolio report is one of the very few (1 or 2) that I actually look forward to and read diligently - because you do not go into way more technical detail than needed (snore zzzz) and you don't dwell on past "glorious" performance from pre-2019, 2020 and 2021. (ever since I started investing in 1st grade, my portfolio has risen one million x!...insert mini me emoji here).
I like your focus on what is relevant - this year and the now and just the right amount of info to truly understand what is going on with your companies.
Hi Novice...I noticed you trimmed your already small pos in SNOW to something even smaller. At this point, it hardly seems "needle moving" in your port. Are there concerns or did you just want to further top off S and ZS? Thanks for the update!!
I usually consider portfolio reports as just fluff....I fondly call them "portfolio porn". However, your portfolio report is one of the very few (1 or 2) that I actually look forward to and read diligently - because you do not go into way more technical detail than needed (snore zzzz) and you don't dwell on past "glorious" performance from pre-2019, 2020 and 2021. (ever since I started investing in 1st grade, my portfolio has risen one million x!...insert mini me emoji here).
I like your focus on what is relevant - this year and the now and just the right amount of info to truly understand what is going on with your companies.
Much appreciated, my friend.
Hi Novice...I noticed you trimmed your already small pos in SNOW to something even smaller. At this point, it hardly seems "needle moving" in your port. Are there concerns or did you just want to further top off S and ZS? Thanks for the update!!