Why I Sold Shares in the taGMan Portfolio?

Jan 31, 2022

∙ Paid

On January 24, I reallocated approximately 40% of the taGMan portfolio to cash by selling shares in each of the portfolio companies (Tesla, Apple, Google, Microsoft, Amazon, Nvidia, General Motors). The idea about having a higher cash allocation began late last year after shopping at a prominent timepiece and jewelry store…

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