Adobe was mentioned as a software name that was surprisingly green on a difficult market day.
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RIP my Stock Portfolio... but i Bought a New Stock!!
Mar 15, 2026
The creator discusses their recent stock portfolio performance, noting significant losses but also highlighting new purchases. They express particular interest in a new stock, RMD, citing its valuation, growth potential, and benefits from GLP-1 prescriptions. Other mentioned stocks include Applovin, Abby, CHRW, Southern Company, Iron Mountain, McDonald's, Main, Progressive, Power Solutions, UiPath, Zoom, Robin Hood, and SoFi, with varying levels of conviction and discussion.
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Tickers discussed in this post
Murphy USA, an oil and gas station play, was green on the day, showing defensive characteristics.
Comfort Systems was a significant contributor to the creator's losses, mentioned as a tech-heavy AI name that fell the most.
United Rentals was the only stock in the creator's main dividend portfolio that was green on the day.
Zoom was one of the creator's oldest stocks, purchased in 2021-2022.
UiPath was one of the creator's oldest stocks, purchased in 2021-2022.
SoFi is part of the creator's fintech portfolio, which they consider a 'picks and shovels' play on the brokerage industry.
The creator expresses regret for selling Robin Hood shares and is considering buying more due to its business model, prediction markets, and subscription services.
McDonald's is mentioned as a pseudo-REIT that has been doing well, alongside other REITs.
Coca-Cola was mentioned as a defensive name that was only slightly down on a tough day, indicating its resilience.
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Tracked calls opened from this post
RMDbuy opened Mar 15, 2026
-15.41%