Bill Ackman was right. We just experienced the best “quality boost” period of the era

It was probably one of the best period to buy quality blue chips.

I followed his advice and bought mag 7 plus avgo.

And all purchases including crappy msft, have gone above water in a week. This was really a rare scenario. usually my new buys would experience a 3 month underwater discount period, since i can’t time the market.

I did a lot of selling at the beginning of this year.

sold all nuclear, all drone stocks in january ,and sold all oil stocks step by step.

sharing mine as a tart to spur discussion.

I sold rklb, rubrik (a bet) , ORI, AXON, cop, dvn, ieo, hal, snow (a trade), J, Mli, synopsis, and some vgt. all recent sales.

What are the tickers you recently sold off?