Portfolio Change: Consolidating Into my Best Ideas

Hey everyone, as the market continues to stay volatile, I’m making adjustments to my portfolio that I think position me better for the future.

I’m making 6 sells and 9 buys. 8 of the buys are adding to existing positions. 1 buy is a new position.

Here is my current portfolio just so everyone has context of where things will be after these transactions

None of this is advice, I’m just sharing what I’m doing before I do it.

Here are the transactions that will take place this morning between 9:30 and 10:30 am EST