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![jhinvest11 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1694035650297647105.png) investingperiodization [@jhinvest11](/creator/twitter/jhinvest11) on x XXX followers
Created: 2025-07-25 21:10:25 UTC

PORTFOLIO UPDATE-

Cash-20.94%

$PYPL-17.42% $XXXXX cost basis (-19%)

$AMD-15.10% $XXXXXX CB (+46%)

$SOFI-14.8% $XXXX CB (+190%)

$ELF-11.81% $XXXXX CB (+73%)

$HIMS-6.84% $XXXXX CB (+73%)

$ZETA-5.15% $XXXXX CB (+6%)

$DKNG-4.7% $XXXXX CB (+36%)

$CELH-3.26% $XXXXX CB (+82%)


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948853365775237265/c:line.svg)

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[Post Link](https://x.com/jhinvest11/status/1948853365775237265)