Most of the positions in the portfolio look pretty decent. Two of them….have been a rough ride. I talk about these in the video. I also talk briefly about my favorite sector…Finance, which I continue to think this sector has not been ignored (a great signal for us) and keeps pushing upwards, even during the drawdowns. The StockTok ETF is 40% finance, in…
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StockTok Positions Update
Sector I am MOST Bullish on + What is happening with QS and XMTR?
Apr 29, 2026
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