Today, I added to the Forever Portfolio. But this time, I also sold two positions. Before I get into what I bought, I want to pause for a moment on what I sold, because at least one of the two, or maybe both, might surprise you.
Let me be clear from the start: I didn’t sell because I lost trust in these companies. I sold because I wanted more cash to add to the positions I have the most conviction in today. That’s it.
If you want to know what I bought and sold, you can become a paid subscriber.