Source Post

Comment “stocks” for my full portfolio! #finance #investing #stocks #

Nov 6, 2025

The creator provides a November portfolio update, highlighting overall gains and discussing specific holdings. They sold some positions in Google, Amazon, and AMD due to hitting price targets or market outlook, while maintaining conviction in other companies like Grab, Hood, Hims, and Oscar. The creator also notes that some of their other investments are riskier compared to Google and Amazon.

Linked Mentions

Tickers discussed in this post

ASSTNeutralMedium ConvictionSignal-backedSecondary

The creator is actively trying to get entries into ASST and other priority investments, believing they will perform better than Google or Amazon.

RDDTNeutralMedium ConvictionSignal-backedSecondary

The creator is actively trying to get entries into RDDT and other priority investments, believing they will perform better than Google or Amazon.

ROOTNeutralMedium ConvictionSignal-backedSecondary

The creator is actively trying to get entries into ROOT and other priority investments, believing they will perform better than Google or Amazon.

AMZNBearishMedium ConvictionSignal-backedSecondary

The creator sold all of their Amazon (AMZN) shares after they hit their price target, despite believing in the company.

GOOGBearishMedium ConvictionSignal-backedSecondary

The creator sold all of their Google (GOOG) shares after they hit their price target, despite believing in the company.

ASMLNeutralMedium ConvictionSignal-backedPrimary

ASML Holding (ASML) is a top portfolio position that the creator believes in and intends to hold until profit targets are met.

OSCRNeutralMedium ConvictionSignal-backedPrimary

Oscar Health (OSCR) is a top portfolio position that the creator believes in and intends to hold until profit targets are met.

HIMSNeutralMedium ConvictionSignal-backedPrimary

Hims & Hers Health (HIMS) is a top portfolio position that the creator believes in and intends to hold until profit targets are met.

GRABNeutralMedium ConvictionSignal-backedPrimary

Grab (GRAB) is a top portfolio position that the creator believes in and intends to hold until profit targets are met.

CCIXNeutralLow ConvictionSignal-backedSecondary

Churchill Capital Corp. (CCCX) is listed as one of the creator's worst positions with a loss of $267, but is being held.

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