My Q2 Playbook👇

My exact plan

Hi all👋

First things first, sorry for the delay in getting this article out. The last week has been manic but I’m back on schedule now so thank you for your patience.

Tariffs

Q2 has turned into a whirlwind already with Trump’s tariffs. Here’s my thoughts on the situation quickly:

I don’t want to sound like a macro expert, because I’m not but I think it’s important to have some brief understanding of what is going on and what is going to happen over the next period of Trump’s administration.

First things first, we needed a reset. But this is a reset beyond anything we really imagined. The result was panic and a heavy impact on markets, companies, and even citizens. However, what also came about was lots of negotiations and progress as soon as he paused the reciprocal tariffs for 90 days and exempted certain goods. What started as a forceful plan lacking any real strategy has turned into something slightly more aligned to what a lot of us hoped.

The issue still is that it’s impossible for businesses to forecast anything over the next period or adapt to anything. Look at NVDA for example. Even they’re going through a period of struggle despite huge investments over the last year or so to onshore operations to the US. Think what is happening with smaller cap stocks without the connections to administration, nor the capital to alter their supply chains over a month.

It’ll be a very interesting time for sure with lots of noise, and lots of changes almost on a daily basis. Learn to filter out the noise and focus on the bigger picture. My job here isn’t too educate you on the macro side of this because there’s many people out there who do a better job than me on that front, however, my job is to focus on the best investments we can make during this period.

💥Portfolio

It’s been a challenging last few weeks with many portfolio companies dropping or staying flat in line with the rest of the market. But this was expected.

Although this period is less fun, this is the most important period of your investing journeys. Building positions in high quality, high growth names TODAY is how you make the real money over the next 3-5 years.

Nobody knows how long this market correction will occur for, nor what Trumps next move is, but being scared away from the markets during corrections like this is why the vast majority of investors lose money.

I don’t make investments on a 12 month time frame. Nor do I make many defensive investments where I see 30-50% upside. I make investments where I see 100% PLUS upside over a 3-5 year time frame. The downside of this is periods like today where some high growth names in the portfolio are down (SentinelOne for example).

However, I also make my investment decisions at mostly the correct times. I don’t chase the next “in” stock. I make informed, data driven, decisions of high quality names relative to valuations hence why a lot of the companies in my portfolio are invested into at opportune times, rather than at peak valuations, and hence why I am still up on a lot of names.

For example, I invested into:

• PLTR in the $40s

• BABA in the $70s

• SOFI in the $7.5

• SVM at $3.2

And now I’m making decisions on the next few years that I believe will pay huge rewards.

Currently, I have:

• 8 stocks that I am DCAing into on a weekly/monthly basis.

• 15 stocks that I am ready to lump sum into when the stock reaches a certain price

• 9 high conviction stocks on my watchlist.

Although this may seem like a lot, we have 40% of the portfolio invested into just 5 stocks.

Let’s dive into my Q2 Playbook, portfolio, and watchlist👇