Portfolio Update – Digital Porcupine

Another rather impressive day on Wednesday 7/28/21, resulting in yet another ATH for the portfolio. I did take a little of my NET position off the table as it surged above 20% of the portfolio again on today’s surge. It is up 33% the past month, but as much as I love the company and it will continue one of my largest holdings, I felt it was prudent to pare it down to a reasonable percentage of the portfolio and take some gains off the table. I did this in my IRA account to avoid capital gains taxes. I used the funds to add to UPST and now have a 10% position in UPST, as they continue to accelerate their growth and announce new banks using their software weekly. I think these guys have a ways to go with their growth and I’m placing my bet accordingly. Cheers!! -Poleeko

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