10 Comments

does that mean you are selling many stocks now and narrow down your positions?

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Yep! That's exactly what it means.

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For added clarity - not many, only a handful. I'll still have about 40 different companies in my portfolio with more of an emphasis on large secular growth trends like cybersecurity, big data, etc.

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Are you still holding ROKU?

You said it was undervalued at $277 but now it’s $205

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Hey Devin - yeah they’re in my mid-cap list! Like I said in my post, I’ll publish details on every position before the new year.

Yes, now it’s even more undervalued :)

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Could you make a video or share how you set up your excel sheet you mentioned in the beginning of the article for planning 10 years ahead? I assume you are tracking all your expenses, debts, and income but would love to see how you set it up.

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That's a wonderful suggestion, Nick! I'd be happy to.

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I’m a new member, how do I get access to the excel sheet file?

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Welcome, Happi! You should have access now - but please let me know if you're having any trouble.

Austin

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Hi - yes i have access. Thank you

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