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We're trimming a rebounding tech stock and buying more of a catalyst-rich name
The sale is a matter of portfolio discipline.
14 words~1 min read
The sale is a matter of portfolio discipline.
Get this delivered to your inbox, and more info about our products and services.

The sale will also help us rebuild our cash position after a series of buys.

We bought shares of this stock twice into the March sell-off. Now it's time for us to trim it.

We are making two trades Wednesday.

We're locking in some profits on a tech stock that faces headwinds away from the Iran war.

It's our second trim of this name this week. We right-sized the position Monday.

Our sale does not change our long-term thesis.