Portfolio Update and Companies I am Starting to Research

Happy Monday

I’ve made it clear that I’m bearish on the market short-term. I hope I have also made it clear that I’m not calling for panic, that the amount of trading/market timing I’m doing right now is generally a pretty bad idea, and that my advice to my own family members is just to keep DCA’ing into the market but to expect 3-5% annual returns from this point vs 7-9%. I think it’s smart for them to be conservative with expected returns + cash availability right now.

I want to make it very clear that over the long-term I think the best way to compound wealth in the stock market is to own great companies and hold them for as long as possible.

Position Update and Companies I am starting to research.

ARKK is down 0.27%
SARK is up 0.35%
QQQ is down 0.75%
SQQQ is up 2.26%

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