Hello,
It’s been a classic stock pickers market these past couple of months.
I have been doing more of the trimming to book gains where stocks are reaching price targets and keeping a disciplined approach to investing. A few names have started to look attractive amidst recent pull back which I am considering to add - I will share more about these in the next few weeks as I share some deep dives and valuation assessment.
For this week, I sold part of a portfolio position at a 75% gain.
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