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![TheStrategy_Guy Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1927512176970829824.png) Ryan [@TheStrategy_Guy](/creator/twitter/TheStrategy_Guy) on x XXX followers
Created: 2025-07-17 09:00:26 UTC

What would YOU cut & why, to get to ~15 stock?

📋 Current portfolio (ranked by weight):

X. $CELH ~19%
X. $ETH ~9%
X. $XRP ~7%
X. $OSCR ~6%
X. $CRH ~6%
X. $EL ~5%
X. $UNH 
X. $GOOG 
X. $SMCI ~3%
XX. $ZETA 
XX. $NVO 
XX. $PFE 
XX. $ONDAS 
XX. $AMD ~2%
XX. $NKE 
XX. $ONTO
XX. $IBM
XX. $TMDX
XX. $STZ 
XX. $ROOT 
XX. $QCOM 
XX. $IAU ~1%
XX. $SLV 
XX. $BABA 
XX. $ACHR 
XX. $HIMS
XX. $HOOD ~0.5%
XX. $SOL


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945770559624589345/c:line.svg)

**Related Topics**
[hood](/topic/hood)
[hims](/topic/hims)
[smci](/topic/smci)
[$hims](/topic/$hims)
[$baba](/topic/$baba)
[$slv](/topic/$slv)
[$iau](/topic/$iau)
[$ibm](/topic/$ibm)

[Post Link](https://x.com/TheStrategy_Guy/status/1945770559624589345)