Table of Contents
a. Portfolio Changes
I boosted my Trade Desk stake by 35% this morning. The review last night explains exactly why I did that.
Not a fun day for Trade Desk shareholders like myself. But the quarter was fine… and this is when we generate our long-term alpha. Time for me to lean in.
b. Updated Holdings
The charts below are the same. The primary source is just hard to read.
c. Updated Performance
This chart below does not reflect today’s price action so far (or the large Trade Desk decline this morning). As of right now, the compounded annual lead vs. the S&P 500 will be closer to 14.6% rather than 15.3% after today.
Overall Performance:
Year-to-Date Performance
