Ayo
675 posts








End of August update for my investment portfolio... +220.8% YTD Top 7 core holdings (in order by size)... $TMDX $ASPN $APP $FOUR $NU $ONON $UBER Top 7 non-core holdings & swing trades (in order by size)... $AMD $HOOD $MDB $LNTH $AVAV $S $AFRM I'm cautiously optimistic for the final 4 months of the year but the priority is protecting my YTD gains. The economy seems to be hanging in there however there's definitely some softness in the labor markets. We finally have headline CPI under 3% YoY with 100 bps of MoM numbers rolling off for August and September. We're still in a seasonally weak period for the markets; curious to see how the indexes trade over the next couple weeks with the jobs report (Sept 6th) and CPI report (Sept 11th) before getting to the next FOMC meeting on Sept 18th when we'll get a 25 bps or a 50 bps rate cut.









