Sep. 11 at 2:28 PM
Updated portfolio (9/11/2026).
Top 10 stocks that I currently own categorized by weight in my multi-million dollar portfolio:
1)
$CIFR (New - 8/7/26)
2)
$NCLH (New - started 9/9/26, added since)
3) GE / GEV / GEHC (House’s money)
4)
$USAR (Newest addition - 9/10/26)
5)
$COHR (New - 8/18/26)
6)
$BSKY (New - 9/3/26)
7) FCX (House’s money)
8) AAP (New - 8/20/26)
9) DKNG
10) ONDS
I am currently 30% in cash, ready to deploy if the right opportunity arises. I also hold notable positions of AIRJ, MFIC (DRiP since 1998 - formerly AINV), various low cost 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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