Laorca Portfolio [February Update]

Sit on Your Ass investing

Arny Trezzi

and

Emanuele Marabella

Feb 21, 2023

∙ Paid

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Editor: Emanuele’s Notepad

After the December “disaster”, my portfolio is up ~25% YTD with Palantir moving sharply from ~$6 to my avg. cost of ~$8. I basically recovered from the sudden December drop (Palantir: Will the Sun Ever Shine?).

My allocation remains very simple:

Palantir Bullets

Laorca Portfolio [February Update]

Sit on Your Ass investing

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