Portfolio Update - August 2021

Updated: Dec 14, 2021

This is not investing advice. Seek a financial professional before making important financial decisions. Nothing we say or write is a recommendation to buy/sell/or trade any security.


Summary


Our primary strategies and outlook are largely the same as our last update a month ago. The overall theme is still one embracing the 2nd Tech Bubble that we called bottom on in May. Specifically, calling bottom on genomics and 3D Printing stocks which made up a majority of our overall exposure. Two weeks ago we called bottom in Crypto...and last week we called top on Bonds. Bot