Portfolio Contributions: $14,480.95

Unrealized P/L: $283.81 (+2.63%)

Changes to Capital

In the trading account this week, AMD had a rebound type of day on Monday. There was strong hype and the movement of the stock shot upwards above 170. Unfortunately, theta decay chewed through my positions there so I still had to realize the heavy loss, but I was able to eek out some remnants from the ashes so to speak. It helped me add about $1,630 to the Investment Account in capital.

Purchases This Week

• CAVA

Purchases This Week

• CAVA (Cava) - not much action here this week as it was a shortened week of trading with the holiday break. Cava did have earnings for Q1 release on Tuesday after hours and they once again crushed expectations AND provided strong guidance to further beat expectations for the remainder of the year. Strangely enough, there's been so much hype around this company amongst traders that I guess they didn't beat earnings enough? The stock took a 8-10% decline immediately after release. I chose to strike after hours here because I really just couldn't believe what I was seeing. Added a huge stake to the position here relative to what I had, investing an addition +$750 in capital. About two days after earnings, the ticker finally woke up and soared above $90 a share. I'm running my first true DCF analysis on it this weekend, so I will share that to the page when it is done.

Other than that, I had some very small dividends paid from Walmart. But that was nominal. Not even enough to go into DRIP, so it was just a cash distribution. But here's the latest portfolio outlook this week. I'm closing in on $15k invested!

Portfolio To Date

Investment Account (as of 5/31/2024, markets closed)

Cash Position: $3,676.92

Next Moves / Thoughts

Now sitting around 25% cash position on the account. Still aiming to get to 5%. However, I am willing to take my time and make calculated moves to get to that point. A couple of the companies I'm still considering adding or adding to:

• Intel

• AMD

• ETF plays (QQQ, SPY, DIA)

• Starbucks

• Stratasys & 3D Systems

I'm going to post some thesis posts for these as well when I have a chance, in addition to the Cava DCF valuation.