Live portfolio updates.
Model Portfolio
+1
Oct 5, 2026
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2 min read
My exit from Salesforce after a ~48% gain.
Sep 28, 2026
The LEN buy I forgot to tell you about
Jul 31, 2026
3 min read
Betting on MSFT post-earnings
Jul 24, 2026
1 min read
Adding to CRM
Jul 8, 2026
Stock picks were half a decision. Here's the other half.
