My long basket (by weight)

    Posted by kalkgrun on 5th of Nov 2020 at 11:20 am

    My long basket (by weight) SHOP, AMZN, NVDA, PYPL, ZM, OKTA, SQ, FVRR,CRWD, APPN, TSLA,  ATVI, ZNGA, WORK, FTNT, NOW.   Adding hedges SDS, TZA, SQQQ and selling some calls as we head up.  Still holding 35% cash and moving to a 15 -20% ish hedge.   

    beautiful

    Posted by law6 on 5th of Nov 2020 at 12:42 pm

    beautiful

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