What a monster day +3.26 I'm going to reload some hedges and
sell some longs into this strength. Long by weight SHOP, AMZN
(trimmed a little yesterday), PYPL, OKTA, NVDA, CRWD, FVRR, SQ,
APPN, ZNGA, AAPL, PANW, FTNT, LMND, SNOW, GM, NIO, AI, ABNB,
SGMO. Hedged with DXD, VXX, SQQQ, TWM 7.5% hedged 20%cash
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What a monster day +3.26
Posted by kalkgrun on 4th of Feb 2021 at 01:01 pm
What a monster day +3.26 I'm going to reload some hedges and sell some longs into this strength. Long by weight SHOP, AMZN (trimmed a little yesterday), PYPL, OKTA, NVDA, CRWD, FVRR, SQ, APPN, ZNGA, AAPL, PANW, FTNT, LMND, SNOW, GM, NIO, AI, ABNB, SGMO. Hedged with DXD, VXX, SQQQ, TWM 7.5% hedged 20%cash