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Stocks I'm Buying and Selling Right Now

Stocks I'm Buying and Selling Right Now

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Summary

~1.0 min read
The Couch Investing portfolio was down 0.53% last week, outperforming the S&P's 2% drop. Year-to-date, the portfolio is down 7.2%, while since inception, it's up 133.7%. Key portfolio changes include selling Duolingo and Pagaya at a loss to initiate a position in NU (Nu Holdings). The speaker prefers NU's vision and management, emphasizing the strategy of moving to better opportunities rather than holding onto underperforming stocks out of sentiment. Positions in Meta and Netflix were significantly increased. The speaker sees Meta as an excellent investment opportunity, comparing it to Google in 2015. SoFi's macro environment is noted as a bigger risk than short-seller reports, while Oscar's current valuation is considered undervalued. The portfolio maintains a decent cash position for future opportunities. Regarding the upcoming Fed meeting, there's now a 12.4% chance of a 25 basis point rate increase, up from 0% a week ago, though the speaker believes a hike is "probably not" going to happen.

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