Happy Monday! Going to take a look at our portfolio and some Sector information to see if any stocks need to be updated. We already dropped DASH this morning so the current portfolio is as follows:
9 Longs: META, LLY, BLK, COST, TRGP, NEE, SMCI, NVDA, REMX (ETF)
8 Shorts: KW, SBGI, HSBC, LEG, LPL, XRX, GO, WISH
Reminder we are running the 25% off until Saturday for Yearly and Monthly which we don’t typically do so now may be the best time to give this letter a try.