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TSOH Investment Research
Portfolio Change - 08/11/2023
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Portfolio Change - 08/11/2023

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TSOH Investment Research
Aug 10, 2023
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TSOH Investment Research
TSOH Investment Research
Portfolio Change - 08/11/2023
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As disclosed in today’s write-up, I’ve decided to make a portfolio change (which will be executed tomorrow morning). The chart below shows my portfolio allocation as of Thursday’s close. As a reminder, the portfolio that I disclose to TSOH subscribers includes every dollar of investable assets to my name, outside of a (small) checking account used for day to day expenses:

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