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My Stock Picks Going Into July 2024

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The agenda for today:

👉 My Portfolio Update

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👉 DD’s Stocks to watch going into July 2024 + valuation metrics

My Portfolio Update

I made some changes in my portfolio this week. Here’s what happened.

Sells:

  • ARKK ETF - 20 shares at ~$44/share (Loss: 12%)

  • Air Canada - 74 shares at ~$17/share (Loss: 9.5%)

Why did I sell at a loss?

I’m choosing to allocate those funds elsewhere that will provide me with more growth opportunities.

This is just a simple reallocation of funds and an elimination of underperforming stocks from my portfolio.

I will be using the funds to buy more of the S&P 500 and small-cap growth.

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