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TSOH Investment Research
Portfolio Change - 05/17/2022
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Portfolio Change - 05/17/2022

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TSOH Investment Research
May 16, 2022
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TSOH Investment Research
TSOH Investment Research
Portfolio Change - 05/17/2022
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As noted in this morning’s write-up (“Just Keep Swimming”), I’ve decided to make a portfolio change (the trades will be executed tomorrow morning).

Here’s my portfolio allocation as of Monday’s market close; as a reminder, the portfolio allocation disclosed below includes every dollar of investable assets to my name outside of a small checking account (for day to day expenses).

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