Jul. 15 at 7:32 PM
Mid month rebalancing for me in effect on my self-managed portfolio. Another excellent month helped by some crazy meltups in a few sectors and some opportune exit chances here and there.
Now at about 60% cash as I ramped up some buying in some equities that haven't been part of the market meltup but have much more room ahead.
Super Heavyweight positions (10-15% of portfolio):
$ARQ
$ANRGF
Heavyweight positions (7-10% of portfolio):
$ITRM
$HIPO
$TOYO
CCLDO (the B shares)
Middleweight positions (4-5% of portfolio)
XLO
UNH
NVDA
GOOG
Flyweight positions (1-2% of portfolio)
CLOV
ASAN
TALK
VZ
CCLD (the commons)
Exited completely:
BHF
AZ
VOR
DAWN
XFOR
Watching for potential re entry once valuation comes in line:
DAVE
Overall bio has been largely uninvestable and I benefitted from a couple of solid moves to exit a couple quietly.
The thesis remains the same - turnarounds and buyout candidates as well as some blue chips and income generating dividend plays.
