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My planned long term portfolio for my Robinhood is coming along. Trying to make it better for the long run. The trading portfolio is also improving as well.
My long terms
$NBIS - still my top holding, not adding
$ORCL - adding on dips, currently at buy price
$UBER - priority add right now
$VST - priority add right now
$APP - adding on dips
$AMKR - not adding
$SOFI - considering adding more
$KTOS - adding on dips
$IONQ - just a small slice
$QXO - slowly adding
My possible long terms
$ONDS - not adding
$ASTS - considering adding more
$AAOI - not adding
$KRMN - waiting on recovery, i really want to make this a long term
$KRKNF - considering adding more
Possible additions:
$AVGO - if it dips further
I鈥檓 thinking of adding a healthcare/biotech long term but undecided
My unpopular holding just wants to surge after hours on no news. Fine i鈥檒l take it. $IESC
Bought at $66.80. Am I gonna see you double next month? $AAOI i know you are very capable.馃馃馃殌馃殌
when most data centers/neo clouds are barely green or flat but you鈥檙e not $BRUN
i鈥檒l take it馃殌馃殌馃殌
overall the AI sector rallied today but neo clouds still hurting
My Robinhood trades today.
Lots of movements rebuilding my long term portfolio.
Sold:
$RIVN for a loss, i鈥檓 done holding this ticker its been all pain
$SIDU space will eventually recover but right now its dead
$VELO
$GRAB
$FLNC
$FRMI - trimmed
$SNDK - trimmed
Added more:
$APLD
$ALM
$AXTI
$AEHR
$COHR
$VRT
$SKHY
$MKSI
$FRVO
$XE
$HAWK
Bought back:
$NVDA
$GOOG
$AAOI - I think this is a great buy at this level. Good thing I sold all my shares at $118.
$VST - Good thing i sold when it was at $160. Look its back to $140 again.
$ATRO
Continuing to build my long term slowly coz I don鈥檛 know when this selloff is gonna stop. Hopefully by next week when the rest of the Mag7 reports we get have our rally. For now I鈥檒l continue to add to my long term.
I took a lot of losses today but my year to date is still a plus and my stocks are at a better average and I鈥檝e rotated some into companies I want to hold long term.
Its only gonna get better from here.
Fighting for its life this whole week. $ONDS can鈥檛 take anymore beating.
From ATH of $133. $61 initially looked like a blessing to reenter. Now here we are at $39. How have we fallen to such a degree. $ASTS
Made my first investments on my Sofi account for my son.
$DRAM - Memory ETF
$EUV - Semiconductor and Photonics ETF
$UFOX - Space and Connective Tech ETF
These 3 will all be just a minor sleeve eventually in this portfolio.
Made these purchases first as they are currently on a discount. Planning to add
$VOO and maybe $GS. Also still thinking of what stocks I want to add. There won鈥檛 be any degening in this portfolio unfortunately.
Stocks on my watchlist.
$CAT $GEV $XOM $AVGO $LRCX $LMT $AXP








