Steady increase without major loss

Overall Strategy

Now we will focus on bagger, stability, and dividend stocks only, in that order. The main strategy will be to now slowly allocate into bagger stocks, and setting alerts and patiently waiting. Will now focus less on dividend stocks unless stability.

• Dividend will soon be stability (like KO, not the high dividend stocks, which no more, and current positions of those will be phased out).
• Stability will soon refer to commodities (such as uranium, cryptocurrencies, and gold).

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What’s New

Portfolio is very streamlined though considering trimming down on “dividend” (too high dividend) positions (these are too risky and will no longer align with our philosophy).

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Learned Lessons

Roller coaster, sharp gains than losses

Overall Strategy

Bought a lot of positions and was heavily allocated.

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What’s New

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

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Learned Lessons

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

Did very well this quarter, straight gain

Overall Strategy

Buying solar stocks and renewable energy, categories that I believe in.

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What’s New

Bought a bunch of curated industry portfolios, which are preselected portfolios based off a specific sector (such as renewable energy)

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Learned Lessons

Being patient leads to a good result

Sell on spike ups (successfully sold PLUG and BEEM near highs)