Jan. 28 at 6:41 PM
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I trimmed a small portion of my
$GOOGL position today to raise some cash.
That cash went into
$ZETA and
$UNH.
$ZETA is a new position I started last week, and I’m taking it seriously. I’m focused on accumulating shares while I still have time.
As for
$UNH, the stock took a big hit this week and is now below my average price. I see this healthcare giant outperforming over the next decade, so adding more felt like an easy decision.
$GOOGL is still my fourth-largest holding. This was just a small rebalance, not a change in conviction.