There are time stamps on all of my articles announcing trades. Feel free to audit them. You can also follow the trades on Savvy Trader in real-time. Both links are below. asymmetric-investing.beehiiv.com/p/asymmetric-investing-portfolio Savvy Trader Tracking: savvytrader.com/TravisHoium/asymmetric-portfolio?s=MTk2NTc6NDc3Ng==

@@asymmetricinvesting Let’s be clear, I don’t wanna pay to see all the details of your allegedly existent portfolio. The major financial KZbinrs disclose their portfolio freely and transparently (e.g,, Joseph Carlson) and make well deserved money with subscriptions and/or offering deep dive courses. This is understandable. Your case is different and smells like a big big scam. Sorry, but this is my opinion based on the financial KZbinrs benchmark.

I don't think there is a scam here.

All the “major financial guys” went quiet in 2022 and bearish in the end of the crash, the fact that a guy like tom nash made money with tesla palantir and crowdstrike tells me this is peak euphoria and tradera will get bent

Appereantly you are right and i think these wall street gint's know more on the next bullish spark...does sophie work there or she's just a investment adivsor.

Congrats on the win!

@@asymmetricinvesting :) thanks dude. I have done well with hims, sofi and hood this year

Good question. I did the list by market cap order. Didn't hit every stock in the top 10 market cap, but that's where I started.

@@asymmetricinvesting Cool. Thank you so much for taking the time to reply. I was asking this question cause I feel (in my humble opinion) that HIMS has more runway to grow than perhaps all these stocks and isn't priced nearly as high. That's why I asked. Thanks again for taking the time to reply.

This is what I struggle with most as an investor. I'll give you 2 examples that hopefully help. $AAPL: To me, the thesis behind Apple has completely changed in the last 2 years. New devices (VR) have flopped, they missed AI entirely, and the numbers show a slowly declining business. At a 40 P/E, I sold shares because I no longer believe in the company. Valuation was the nail in the coffin. $AXON: Still my largest single holding, but I've sold ~half in the past year because of valuation and I recently sold some slightly out of the money covered calls and if they sell, fine, and if not I get some option premium. All of that said, with the Asymmetric Portfolio my rule is to not sell. I think PLTR has gotten extreme, so that one worries me personally. Another frame, ask yourself "how would I feel if this stock dropped 50%?" and "how would I feel if it went up 50% and I missed it?" Sometimes, the answer lies in one of those answers. I hope that helps.

Regular people don’t care about a small amount of latency when they’re watching Netflix. Comcast is losing to cellular and fiber. No way out.

They are aiming to use existing infrastructure to ease integration

I bought 10 shares at 10$, let's go!

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