PORTFOLIO UPDATE‼️‼️

Changes this week:

1. Added to $BKNG ($4772) — Been slowly adding recently because it’s so inexpensive and the healthy consumer will drive vacations! Looking to continue building to 8%+

2. Added to $CELH ($26-$27) — Trying to keep this position around 5%. I don’t WANT to add any more shares while I wait for earnings to release and see the pain

3. Added to $NKE ($71-$72) — Might as well write me a blank check at this point. I’ll continue adding!! Could see this as high as 12-15%, but don’t see myself averaging up on a $75 cost basis, but I’ll bottom feed slowly

4. Trimmed $PLTR ($68) — Still too concentrated and still overvalued so looking to move some gains and take some chips off the table

5. Trimmed $TSLA ($414) — Still too overvalued. C’mon, we’re almost at $1.5T… that’s insane for a car company. But I do love this company so much… I believe it’s the best well-run in the world with the best opportunity 20+ years from now

6. Trimmed $ULTA ($408) — Well. I finally started trimming. I’m not ready to sell completely but looking at my portfolio, concentrating in my other positions STRENGTHENS (key) my portfolio, so I’m beginning to trim while I wait for earnings
#BKNG #CELH