- 74,934
- 24,348
Sold more ROKU. Down to 25 shares which I’ll leave on forever. I loved this stock but hate the content news. No reason for it to be 25% of my account when I have concerns fundamentally. Second largest position behind SHOP now. Will be looking to raise cash somewhat or maintain some cash since I think we can see further weakness. reflation is a real fear and growth can be weak for a while for once. We’ve seen years of gains in months in growth so I rather be somewhat cautious in the interim while we’re crazy overbought.
If ROKU comes in $100 I’m doubling back up btw.
If ROKU comes in $100 I’m doubling back up btw.