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No. of Recommendations: 8
Did anyone else get a tear in their eye as TTD plunged into the $500's intraday?
I came close, but didn't pull the trigger. I might do $499 but I really want $450 or less to feel like I have the future upside in the following 12-18 months to justify it.

So close!

Same with ROKU and MGNI and a few others that ran a bit too hot in the previous 6 months to make me feel like this was truly a meaningful buying dip.

BUT!!!
I did get back into growth stocks!

With the market bleeding out all over the floor, I sacrificed some lower convictions from yesterday and went after some names I felt were providing even better values at near the lows of the day.

Here is what Dreamer Corp Port looks like at the moment:

Up 34% YTD
58% SPG
19% Cash
5% VYGVF (Voyager Digital)
3.5% SFTW (BlackSky)
2.5% KC
2.5% GHVI
1.5% NVDA
1.5% U
1.5% crappy mandatory mutual fund
1% CRWD
1% DDOG
1% ZM
1% IPOE (SoFi)


If that isn't 100%, sue me...you get the idea.
And if you don't see it listed, that means I sold it.
Buh-bye China EV plays...we hardly knew ya.
Sad to see SPACs like SPGS-U and NSH get shot, but for the price/risk/upside, I just liked the combination I wound up with the best.

What now?
I think this is a win-win for me.
1. we plunge back into the depths of despair, and I swoop in with my 19% cash and 22% more cash (if needed) by way of liquidating remainder of my non-taxable SPG, and cherry-pick more of what I have or possibly add from the ad-tech gang if they go low enough.
2. we go onwards and up and to the right for next few months. I crush all in my path with the mighty gains of my 3% Saul Segment Stocks, and hopefully SPG trucks right along up to $135. If either runs too hot, may sell to guard against a sell-the-reopen-news Summer meltdown.

That is the plan anyway. Enjoy the weekend all!

Dreamer
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