07/02/2024
For Portfolio II, III, IV
Reduce the positions
Semler Scientific Inc (SMLR),
O'Reilly Automotive Inc(ORLY),
Enphase Energy Inc (ENPH)
Reduce 50% of the holding of Semler Scientific,
Reduce 40% of the holding of O'Reilly Automotive Inc
Reduce 40% of the holding of Enphase Energy Inc
Due to the volatile nature of bitcoin price and uncertain how bitcoin be an investment tool, we further reduce 50% of the holding of Semler Scientific.
For adjustment the weight of components in Portfolios, reduce 40% of the holding for both O'Reilly Automotive and Enphase.
Again, concentration investing involves higher risk of significant loss without the protection of diversity.
Each individual investor should always consider their own investment goal, risk tolerance, investing span and objectives for their investment positions. Investing in securities involved the risk of total losses. Investors should always consult with financial professionals.
07/14/2022
For Portfolio III
New Position
O'Reilly Automotive Inc (ORLY)
Increase the position of O'Reilly Automotive Inc to 4% of the Portfolio III
O'Reilly Automotive continues its outstanding performance. Also, the economy environment and the trend of car ownership continue to favor O'Reilly's business. Due the fairly well valuation of ORLY, moderate position increase is sound.
Each individual investor should always consider their own investment goal, risk tolerance, investing span and objectives for their investment positions. Investing in securities involved the risk of total losses. Consulting with financial professionals is always recommended.
05/29/2020 - O'Reilly Automotive
Initiate an small investment position in O'Reilly Automotive Inc (ORLY)