Performance @ USD/BTC = $77,124.51Performance @ USD/BTC = $77,124.51
Jeremy’s Portfolio (Return of -17.42%) Jeremy’s Portfolio (Return of -17.42%)
Bitcoin (Return of -14.18%)Bitcoin (Return of -14.18%)
Strategy CommentaryStrategy Commentary
No increases and not stock changes. Keeping up with the status quo. Doing $200 a month $100 to bitcoin and $100 to the stock portfolio
Final ThoughtsFinal Thoughts
I missed a buy of FUBO due to the 1:12 reverse stock split the company did. Robinhood turned off my auto purchase. I had to reset it and buy the missing DCA.
I think the market might be turning here. Jeremey is still on the same stocks but adding American Express, Celsius and AMD. He is still a bull on Nike, ELF currently he is going heavy in to SaaS stocks because of the AI hype being overblown. Thus he is building positions in Salesforce and ServiceNow. The stocks are at a price that make the valuations very attractive. Also if you are buying companies that have a forward PE above 25 you might be getting ripped off according to Jeremy
See ya next month!