Portfolio UpdateWhat I’m buying and sellingDaniel RomeroJun 12, 2026∙ Paid462ShareSubscribePortfolio is up 124% YTD, slightly below last week’s all-time highsIn this article, I’ll explain the portfolio moves I’m making: what I’m buying, what I’m selling, and why.What I’m BuyingSubscribe to unlock my researchSubscribeThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign in