New:
@alejandroll10's WWIII Portfolio made new trades
Since launch on 10/31/23, it's +215%
Sold: $CACI, $MP
Bought: $HII, $KTOS
Conviction:
"I sold CACI and MP Materials and added to Huntington Ingalls and Kratos. My near term outlook on CACI and MP turned negative ahead of earnings, while HII and KTOS show the strongest outlook in the book."
See full breakdown + invest alongside via the app