ManzTrades
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Long Term Portfolio
🕑 Added 2021-06-12 21:28:10 +0000 UTCBelow is a breakdown of my long term Roth Portfolio -
As always; I AM NOT a Financial advisor - below is a breakdown of my personal portfolio.
I will be providing a weekly breakdown from this point forward of why I am long on these names and where my conviction comes.
$SoFi - encompasses 13% of portfolio at an average cost of $18.12
$DDD - encompasses 9% of my portfolio at an average of $24.90
$SPFR (Velo3D) encompasses - 13% at an average cost of $9.97
$V - encompasses 7% of my portfolio at an average cost of $202.70
$SQ encompasses 3% of my portfolio at an average cost of $182
$CCIV represents 15% of my total portfolio at an average cost of $19.70
$ATOM represents 7% of my portfolio with an average cost of $18.34
$SKLZ encompasses 7% at an average 19.14
$PFE represents 3% of my portfolio at an average cost of $38.44
$ALGN represents 8% at an average cost of $538
$BYND represents 4% at an average of $122
$MNMD - 3% at an average cost of $3.17
$TSLA is the remaining 10% at an average of $611
Comments
Will you update as you open a new position or close a position in your Roth?
Thanks Manx…Curious to know if we should be using a stop loss order for those of us who work full-time in other jobs? If so, what percentage would you trail the order with? Thank you for everything… Really enjoyed being part of the group
