Portfolio Change - 08/30/2024

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 shown below is my allocation as of Thursday’s close. As a reminder, the portfolio disclosed to TSOH subscribers includes all of my family’s investable assets: