Portfolio Change - 01/16/2025

Note: Review all prior portfolio changes at the “TSOH” tab on the website.

As a result of some recent stock price volatility, I have concluded that now is an opportune time to make a few portfolio changes (as always, trades are executed the day after they are disclosed to subscribers). The chart below is my allocation as of Wednesday’s close. As a reminder, the portfolio disclosed to TSOH subscribers accounts for 100% of my family’s investable assets: