Every Friday morning, I hold OFFICE HOURS for members of the SMTV Portfolio.
This is a chance for me to give you an update on what I'm doing, trades I'm making, and answer questions directly from you.
In this week's video I did some much-needed portfolio cleanup. During the video I exited the COIN and TECK trades, and opened four new positions—CAKE, KYMR, TWST and SPHR.
As always, if you have any questions, please reach out to me directly: [email protected]
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