Trending Creators in 2025$Unitedhealth(UNH.US)$Berkshire Hathaway B(BRK.B.US)$Strategy(MSTR.US)
April portfolio adjustment
The sell put for MSTR165 didn't get assigned, which is equivalent to taking profits on part of the position.
Due to a sudden increase in cash ratio, started buying Berkshire.
UnitedHealth has been gradually reducing its position recently, the remaining position is small, so it's been removed.
Recently added tires to the A-share portfolio, and also started gradually buying back Hong Kong-listed central state-owned enterprise dividends.
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