Aug. 4 at 8:05 PM
Woke up to another
$30K today…
Up
$130K in just 3 days.
I mostly follow political market moves from Trump and Pelosi, but many of you asked what positions I’m holding:
$GOOGL
25% of the portfolio - reason is this is the biggest holding for Pelosi (
$18M), and the biggest holding for Trump (
$51M)
$NVDA
15% of the portfolio - that’s the first trade I ever copied from Pelosi, was a
$38K trade that turned into
$246K.
$PANW
11% of the portfolio - one of the first trades I copied from Pelosi, although this isn’t Trump’s top 20 picks, it’s the biggest cybersecurity in the U.S. a stock Pelosi been holding since February 2024
$AMZN
7% of the portfolio - no need to tell you what Amazon is, Trump has ~
$17M, Pelosi has ~
$13M
$AVGO
7% - another stock I got into from the early Pelosi days, she got in June 2024, it’s up 150% since, Trump is holding ~
$35M, Pelosi is holding ~
$8M
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