May 2023 Portfolio Update

Topics: Quote, Portfolio Update, Comments From Me, Portfolio Discussion, and a lot of extras for paid subscribers, like Project Punch Card, New VC Funding, and much more.

Quote for this month:

"Price is what you pay, value is what you get.” - Warren Buffett

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Portfolio Update*

*I am NOT a financial advisor, I’m sharing my investing journey. Do your own research.*

As of 05.03.2023

As of 05.03.2023

As of 05.03.2023

Portfolio (Basic):

To get access to detailed (full) portfolio breakdown (which will be at the end) consider becoming a paid subscriber:

Comments From Me

Just like last update, I would like to start with a few quick comments:

• I’m writing you this update from Omaha, Nebraska.

• If you are in Omaha this week, hit me up!

• Last weekends, I had a pleasure of grabbing a few beers with

  Roiss' Conclusions
  cool guy, learned some new things about shorting, so thought I would give him shout out.

• I will stop doing options on taxable account from May, because I will be switching to Webull’s new Cash Management account in which it cant be Margin Account, which I have no problem since I do not use Margin, but my cash will start generating passive income. Which is nice.

• Reminder if you sign up with .edu email, you get full access as long as you use .edu email.

• Apologies for short updates, but its not often that I get time away from New York and Work, so I’m enjoying a bit.

• Next month back to "normal” as I think I will have plenty to share after my time in Omaha and of course Berkshire Meeting.

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Portfolio Discussion

For the most part portfolio is unchanged in the names, but in the way of percentage there have been some minor changes.

The bank fiasco is back on the menu… so I’m monitoring my OZK 0.00 and OZKAP 0.00

Dividends for April:

Don’t forget to ❤️ this post. It helps a lot!

SPOT 0.00 IAC 0.00 SFM 0.00 LKQ 0.00 GOOG 0.00 GOOGL 0.00 VMD 0.00 OZK 0.00 WBD 0.00 PYPL 0.00 TCS 0.00 MITK 0.00 OMAB 0.00 OPFI 0.00 OZKAP 0.00 C 0.00 VEA 0.00 VTI 0.00 URI 0.00 OPBK 0.00 MKL 0.00 RICK 0.00 DJCO 0.00 KRE 0.00 BAM 0.00 GDOT 0.00 OXY 0.00 ONFO 0.00 SYF 0.00 BUR 0.00 CVS 0.00 DG 0.00 UNP 0.00 RBLX 0.00 UHAL 0.00 IBA 0.00 IDT 0.00 MASI 0.00 OTIS 0.00 DEO 0.00 ONON 0.00 JNJ 0.00 TROW 0.00 CPRT 0.00 BOC 0.00 SAM 0.00 ATVI 0.00 IBKR 0.00 NNI 0.00 SSSS 0.00 SGA 0.00 PBR 0.00 EDR 0.00 ASO 0.00 FLWS 0.00 KNX 0.00 WWE 0.00 BN 0.00 CDLX 0.00

Section below is for paid subscribers only…

Full Portfolio(s) Update