…an independent advisory firm building wealth with active portfolio management

Category: 1. Trades

  • Creating your own ETF 240729

    Today I purchased positions in: CRM, WDAY, ADBE & DIS.  This pretty much brings my holdings in line with the purpose built “ETF” I’ve been working towards.  And I still have plenty of cash reserves to draw upon should additional opportunities present themselves. My intent has been to create a portfolio that should be resilient…