Jun. 9 at 9:43 PM
Been trading a lot the past few days and positioning a bit away from the high beta names. Updated portfolio (eod June 09, 2026).
Top 10 stocks that I currently own categorized by weight in my portfolio:
1)
$PLTR
2)
$HWM (New)
3)
$ASTS
4) GE / GEV / GEHC
5)
$DKNG
6) AOSL (New)
7) AIRJ (New)
8) BABA
9) FCX
10) ONDS
I also hold notable positions of MFIC, various index funds, ETFs and smaller positions in other companies and lots of cash at this time.
***New = Position started in the past 60 days
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