WSO Alpha

Rebalancing - still very long but need to raise some cash in bear market and this is richly valued View Trade

Adding to beaten down sector that should benefit from high interest rate environment View Trade

We sold out in the high 400s riding this streaming giant wave, but the massive pullback today is just too much of an overreaction. Time to get long and sit on it for 5 years. View Trade

Uplisting never delivered the expected pop, so we're taking the L on this one. View Trade

Still expensive, but too many tailwinds to ignore and a strong IP portfolio for this fast-growing tech play. Also, nice entry point after some of the air has come out of lofty growth valuations. View Trade

If growth is out of favor, this is one of the names that could drop the most, so we'll take our victory lap here and live to fight another day. View Trade