Here I list my positions and their allocation in my portfolio. I make large bets on companies I have thoroughly researched and understand. I have a large risk appetite and am not afraid to go against the grain. My accounts changes often but I will try to keep it updated here…
Return since Jan 2024: 160%
GameSquare (NASDAQ: GAME)
Avg Cost: $0.65
% of portfolio: >50%
Opendoor (NASDAQ: OPEN)
Avg Cost $1.19
% of portfolio: >30%