Portfolio Change - 06/21/2024

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

Recent months have brought some noteworthy developments for a few of the companies that I own and that I follow. In combination with their stock price movements, I have concluded that now is an opportune time to make some portfolio changes (to be executed tomorrow morning). The chart shown below is my portfolio allocation as of Thursday’s close. As a reminder, the portfolio disclosed to subscribers includes every dollar of my investable assets: