$Zeta Global Holdings Corp.(ZETA)$ is now in the top spot for the first time in this public account. After that quarter, I can see why it got there. I've liked how the portfolio has evolved, with $NEBIUS(NBIS)$ and $Zeta Global Holdings Corp.(ZETA)$ now making up nearly 60% of the account.
This is a simple $100-a-week account where I track the buys, the mistakes, and what I'm picking up along the way.
Year-to-date performance:
Public account: +21.85%
$SPDR S&P 500 ETF Trust(SPY)$ : +12.78%
$Invesco QQQ(QQQ)$ : +16.64%
One strong quarter doesn't prove anything long term, obviously. I'm more interested in whether the businesses can keep executing from here.
I share market observations, trade ideas, and the levels I'm watching pretty regularly.
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