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Weekly rebalancing | Portfolio market value before rebalancing = $1,425,434.18 | Debt = $469,291.47 and equity = $956,142.71 | Retaining leverage of 1.5:1, new desired level of debt is $478,071.36 | With new level of debt, portfolio value = $1,434,214.07| Using 1/15 weight per equity amounts to $95,614.27 desired market value per equity |
ENPH still a 3-month top 15 performer of S&P500 | Current position is 397 shares | Desired position at current price is 428 shares | We buy 31 shares
50% index ETFs, 50% technology based strategy. Two ETF investments and 10 tech stock investments. Five biggest tech companies, five biggest risers in tech during the last three months.
This stock doesn't belong in to five biggest tech risers anymore