This thing is uglier in person.

$TSLA

The top holdings in my long term portfolio have shifted over the past year due to performance alone:

$META takes the top spot
$AAPL slips to 2nd
$AMZN a very close 3rd
$GOOGL closing in on the top 3

These four holdings make up 52% of the portfolio.

What a liar!

It hit 9% 18 months into your presidency:

Jun 22: 9.1%
May 22: 8.6%
Apr 22: 8.3%
Mar 22: 8.5%
Feb 22: 7.9%
Jan 22: 7.5%
Dec 21: 7.0%
Nov 21: 6.8%
Oct 21: 6.2%
Sep 21: 5.4%
Aug 21: 5.3%
Jul 21: 5.4%
Jun 21: 5.4%
May 21: 5.0%
Apr 21: 4.2%
Mar 21: 2.6%
Feb 21: 1.7%…

Brad with the nice review of $TTD earnings.

#HoldingShares

Brighton and Snowbird join the 600' club.

#Utah

$SHOP down big on earnings 👀

Yes, I am #HoldingShares

$AAPL +756% since the post on this same day in 2016.

It never dropped below that support again.

#HoldingShares

$TTD is quielty up 25% YTD.

#HoldingShares

Two years later, it's sticky 👀

Longest bond drawdown ever
Nasdaq +33% past 2 years
S&P 500 +24% past 2 years
Inflation is sticky 2 years later
Mortgage rates still near recent highs
House prices still near all time high

Only the stock market has been positive since this tweet

The NYT: The End of Snow

Mother Nature:

$AAPL 👀

Holding $AAPL, $180 post market

'Those who promise you a free lunch will invariably eat you for breakfast.' - Bloomberg

$SBUX - $74.63, is breaking hard below the down trending range.

No position.

I sold $SBUX back in September at $92. It looks like it will open in the high $70s this morning down double digits following earnings.

They're still struggling.

They reported weaker-than-expected quarterly earnings & revenue and slashed their forecast for FY 2024.