Portfolio Change - 11/07/2023

Note: You can always review prior portfolio changes on the TSOH website

As disclosed in today’s write-up, I’ve decided to make some portfolio changes (which will be executed tomorrow morning). The chart shown below is my portfolio allocation as of today’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: