Q3 2024 Direction Report (4-WD)

Roller coaster, sharp gains than losses

Overall Strategy

Bought a lot of positions and was heavily allocated.


What’s New

Sold all the theme portfolios since it’s cluttered, and too small to actually make a meaningful impact to the account.


Learned Lessons

  1. If wrong do not add more (INTC)
  2. Do not buy random things (GOOP)

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