It's Time for Our Latest Members-Only Portfolio Quarterly Call
Let's discuss what's worked well, what we could have done better, and the road ahead.
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In our latest quarterly call, TheStreet’s Conway Gittens puts TheStreet Pro Portfolio manager Chris Versace through his paces about the market, the economy, and of course the portfolio.
Along the way, Conway asks Chris about the impact of DeepSeek, Trump tariffs, and a host of other issues, including Big Tech’s capex plans for 2025. The two also discuss what has worked out well for the portfolio and with the benefit of hindsight what could have been handled better.
Members should read our trade Alert from this morning where we trimmed back and locked in big gains on the shares of Costco COST, Dutch Bros BROS, Meta META, Waste Management WM, and the First Trust Nasdaq Cybersecurity ETF CIBR. You should check out our downgrade of Trade Desk TTD shares.
Now onto the quarterly call…
At the time of publication, TheStreet Pro Portfolio was long COST, BROS, META, WM, CIBR and TTD.
