I continue to look for dips to buy $Honeywell(HON.US$ as I like the broad business base and exposure to quantum computing.
![Honeywell](https://ussnsimg.moomoo.com/sns_client_feed/71684592/20240721/ec65945f2cebbc3ff3a221e1e042192e.jpg/thumb?area=100&is_public=true)
3
I’ve finished scaling into this position. A small cap that I felt undervalued, with an interesting business model.
![Future Fuel](https://ussnsimg.moomoo.com/sns_client_feed/71684592/20240719/78ad378646d5d9dd5abe36c149709804.jpg/thumb?area=100&is_public=true)
3
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I started this position as I felt shares were undervalued and sought ballast to my tech heavy portfolio. I need to reevaluate as my target price has been met.
![United Natural Foods](https://ussnsimg.moomoo.com/sns_client_feed/71684592/20240718/ee011012972e68064eac3d39f41a96d1.jpg/thumb?area=100&is_public=true)
3
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I continue to hold a position in $MannKind(MNKD.US$ which is doing well. The company has a focus on metabolic diseases. I plan to sell the contracts in September (or when they hit my target percentage.) The shares I will hold for the time being, but may sell in favor of a basket such as the $Roundhill GLP-1 & Weight Loss ETF(OZEM.US$ ETF, depending whether MNKD continues to have attractive financials and whether I am willing to pay the management fee.
#Trading Journal
#Trading Journal
![Mann Kind](https://ussnsimg.moomoo.com/sns_client_feed/71684592/20240717/887a7b85539afeef55a2f428c8710ec6.jpg/thumb?area=100&is_public=true)
![Mann Kind](https://ussnsimg.moomoo.com/sns_client_feed/71684592/20240717/2fab36da144581c9bc0f010614ce4e50.jpg/thumb?area=100&is_public=true)
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I have started a position in $Red Cat Holdings(RCAT.US$ , a small drone company with attractive financials and strong management. Also, a potential beneficiary of lower rates and a small cap. I’m scaling into shares as a longterm hold.
![Red Cat Holdings](https://ussnsimg.moomoo.com/sns_client_feed/71684592/20240717/365da5293d6135188ae44c2f837b2dc4.jpg/thumb?area=100&is_public=true)
2
I have been scaling into this position (shares only as contracts are thinly traded.) I believe the company remains undervalued. They work in immuno oncology and have a very promising lead candidate. I intend to hold longterm.
![Iovance Biotherapeutics](https://ussnsimg.moomoo.com/sns_client_feed/71684592/20240717/5176c446831ca4ddcc92d2a4528a0709.jpg/thumb?area=100&is_public=true)
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2
ASTS has been performing well in my portfolios. I’ve been trading shorter dated calls along the way. I also hold LEAPS and shares (still adding,) for a very promising future. Hope they announce transport of the satellites soon!
![ASTS](https://ussnsimg.moomoo.com/sns_client_feed/71684592/20240715/beebe1b5421efc1851eb779e8f1b3d76.jpg/thumb?area=100&is_public=true)
![ASTS](https://ussnsimg.moomoo.com/sns_client_feed/71684592/20240715/d74022b775c62b7fb8dc902d631f8f6b.jpg/thumb?area=100&is_public=true)
![ASTS](https://ussnsimg.moomoo.com/sns_client_feed/71684592/20240715/98e0b5fc75c29728c39ec58fdcb8ddad.jpg/thumb?area=100&is_public=true)
12
2
Starting a position in $Danaher(DHR.US$ today. I will scale into more shares this summer and into fall. The company has been restructured and is positioned well for the coming years.
#Trading Journal
#Trading Journal
![Danaher](https://ussnsimg.moomoo.com/sns_client_feed/71684592/20240715/40ddbe15183437fbb7dfc916d6c693a0.jpg/thumb?area=100&is_public=true)
4
I have a small tracking position in Ouster. The technology is interesting and the company is promising. I am waiting to add as I watch risks play out.
#Trading Journal
#Trading Journal
![Ouster](https://ussnsimg.moomoo.com/sns_client_feed/71684592/20240715/169bcdd78bc211fbf969802faa36703f.jpg/thumb?area=100&is_public=true)
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I consider TSLA a longterm hold. I have been DCAing aggressively this year. Volatility is of no concern to me in the timeframe I am considering. I traded calls this past month, which has been profitable, and for that, volatility is very welcome. I don’t know how the delay will affect things short term. I think that will depend on official announcements. For the time being, I will watch and consider entering another swing trade should the ticker and market conditions warrant doing so. In the...
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