Tom Nash
patreon
Important Portfolio Update - Tom Nash
🕑 Added 2023-08-23 09:16:41 +0000 UTCDear VIP and Academy members, I am going through a major change in my portfolio and would like to let you know in advance.
I am currently in these stocks:
FCX 2% EPD 2% HIMS 2% Google 4% Tesla 10% PLTR 40% SP500 40%
Year to return is 70.4% and 12 month return is 33.4%
I am moving into the following portfolio structure:
Tesla 20% PLTR 40% SP500 40%
I will be selling FCX EPD HIMS and Google and buying additional shares of Tesla.
Timeline for this transition is 3 months - by end of 2023.
Methodology: immediate sale of: FCX EPD HIMS and Google and slow DCA over 3 months of Tesla shares.
Start date: Monday August 28, 2023.
Comments
Siddhartha Alla
whats the reason for selling hims?
Generico Fakero
see more upside w tesla on a 10 year horizon.
blackfloat
Any insight on why you're making this move now? Especially Google. Thanks!
