Sunday, March 17, 2024

Quarterly Portfolio Adjustments

Making bunch of changes in the portfolio's after March Options Expiry. 

In the Top 20 Portfolio - Removing #ON, #MDB, #EXPE, #RBLX, #Z (all are down more than 10% from my buying price back in last week of December, 2023), they are moving out of $5 recurring buy on daily basis and moved down to $3 per day buying range. Replacing them from $3 Daily recurring buy are: #SE, #PLTR, #ONON, #LYFT and #AI 

Similarly, 2 stocks are moving out from $3 Daily Buy list - #TTWO and #ETSY; Replacing them are: #GCT and #NCLH

Similarly, 5 stocks are moving out of $2 Daily buy list - #TSLA, #BA, #AFRM, #WHR, #BHP; Replacing them are: #AMD, #ERJ, #CYBR, #BLDR and #MNDY. 

Wholesale changes in the lower tier portfolio where I buy 1$ daily - Removing 7 stocks from that list - #PATH, #ZTS, #DV, #RUN, #ADBE, #GSHD, #ASAN. Replacing them are: #JMIA, #SG, #NNOX, #APP, #OSCR, #HIMS and #BAND. 

Also, last but not the least - Removing 6 stocks from the bottom pile where I buy 3$ each week. Removing #S, #UI, #DT, #AMBA, #CHPT and #FVRR. Replacing them with: #XOMA, #MPW, #MHK, #SAVA, #PDD, #SQSP 

Next set of big changes might happen after June Option Expiry Week. 

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