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In this episode, we delve into the recent strategic moves I've made in my portfolio, which may have caught some by surprise but are rooted in my reading of evolving market dynamics. Here’s a breakdown of the latest decisions: exited positions in Costco with a 17% gain, Empire at break-even, Walmart with a 17.5% gain, Target at a -2% loss, and iShares Pharma at a loss of 3.6%. These are substantial moves that weren’t initially on my agenda. It’s important to note that these decisions weren’t based on the underlying fundamentals or valuations of these companies – which I continue to appreciate. The catalyst was rather a growing sense of a short-term negative game-changer moment on the horizon. I've previously discussed the potential impact of Ozempic, and more broadly, the GLP-1 family of drugs, on sectors beyond healthcare due to their potential in reducing obesity and promoting weight loss. This thread pulls at the fabric of various industries: The potential societal disruption is enormous, and while the world buzzes about AI and ChatGPT, this healthcare evolution could be a parallel narrative growing in significance. Reflecting on my portfolio, the decent returns already achieved were near my threshold of satisfaction. The decision to secure these profits and transition to lower risk, chunky yield options seemed a prudent move amidst the growing narrative. The key takeaway here is that admiring a company doesn't always equate to liking its stock at a given moment. While I have a positive outlook on COST and WMT, the short-term negative sentiment driving down stock values led me to bank the profits and await a more opportune entry point. Concerns loom around the long-term impacts of these drugs, creating a potential false sense of security leading to overeating, and the unknown side effects that could emerge over time. The play moving forward hinges on the momentum GLP-1 drugs gain. If this narrative unfolds akin to how AI captured market attention, it could depress stock values in the short term. This scenario presents an opportunity to re-enter at a more favorable price point. If it doesn’t pan out, the gains locked in provide a cushion to strategize for another day, especially with external market pressures like high valuation, sustained high rates, inflation, a potential hard landing, and geopolitical tensions looming large.

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Starting my Zepbound (tirzepatide) journey! After years of workouts, healthy eating, and even fibroid surgery, I’m giving GLP-1 injections a shot (literally). Excited, and a little nervous, to see where this takes me. Have you tried GLP-1 medications for weight loss? How was your experience? Drop your stories or questions in the comments! Video Chapters: 0:00 - Why I'm starting Zepbound (Tirzepatide) 0:13 - Current Weight + Body Scan 1:00 - Goal Weight 1:30- Injection Prep 3:07 - Zepbound (Tirzepatide) Injection (ouch!) 4:20 - Healthy Meal Planning Related Videos 🎥 https://youtu.be/2Jc4KHV-OeI 🎥 https://youtu.be/dOLEcei-zO0 🎥 https://youtu.be/h0kh-On8qnk 🎥 https://youtu.be/ZprgidNvL6M 🎥 ç Connect with Me: 💻 TikTok: https://www.tiktok.com/@sixfigureea 💻 TikTok: https://www.tiktok.com/@funmidosunmu 📸 Instagram: https://www.instagram.com/sixfigureea 📸 Instagram: https://www.instagram.com/fumsterrr 🖇️ LinkedIn: https://www.linkedin.com/in/funmi-dosunmu/ 📧 Inquiries: [email protected] Links & Resources 📖Executive Assistance 101: https://www.sixfigureea.com/enrollment 📄 Free Resume Template: https://www.sixfigureea.com/linkinbio 📚 Free Webinar: Navigate Your First 30 Days as an EA: https://www.sixfigureea.com/registration-page 💼 Coaching Calls: Book a 1:1 session with me to level up your career: https://www.sixfigureea.com/coachingcall 🗂️ EA Templates: Get access to my digital tools and templates: https://www.sixfigureea.com/linkinbio #Zepbound #Tirzepatide #WeightLossJourney #FitnessGoals #GLP1

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Are you a fan of gummies but following a keto diet? Look no further because Truly Keto Gummies are here to satisfy your sweet cravings without breaking your diet. These gummies have gained popularity for being keto-friendly and delicious, making them a go-to snack for those on a low-carb diet. And if that’s not convincing enough, these gummies are also endorsed by none other than the hilarious and talented actress, Rebel Wilson.

Rebel Wilson’s Seal of Approval

Rebel Wilson, known for her roles in hit movies like Pitch Perfect and Bridesmaids, has been very vocal about her weight loss journey and commitment to a healthier lifestyle. Her endorsement of Truly Keto Gummies speaks volumes about the quality and taste of these treats. As someone who has struggled with weight loss herself, Rebel understands the importance of finding satisfying snacks that align with your health and fitness goals.

Rebel Wilson’s endorsement of Truly Keto Gummies is not just for show. She genuinely believes in the product and its benefits. Her honesty and transparency about her weight loss journey make her a relatable and trustworthy figure, making her recommendation of these gummies all the more compelling.

With Rebel Wilson’s stamp of approval, you can trust that Truly Keto Gummies are worth trying. Her love for these gummies is evident, and if they meet her high standards, there’s no doubt they will meet yours too.

Delicious and Keto-Friendly

What sets Truly Keto Gummies apart from other gummies on the market is their keto-friendly ingredients. These gummies are sweetened with natural sugar substitutes like erythritol and stevia, so you can enjoy a sweet treat without the guilt. They are also free of artificial colors and flavors, making them a healthier alternative to traditional gummy candies.

Despite being low in carbs, Truly Keto Gummies do not compromise on taste. They come in a variety of flavors, from fruity to sour, ensuring there’s something for everyone. Whether you’re a fan of classic fruit flavors or prefer something tangy, these gummies have you covered.

Many people on keto diets struggle to find satisfying snacks that fit their macros. Truly Keto Gummies make it easy to indulge in a sweet treat without derailing your diet. With just a few grams of net carbs per serving, you can enjoy these gummies guilt-free.

Perfect for On-the-Go Snacking

One of the best things about Truly Keto Gummies is how convenient they are for on-the-go snacking. Whether you’re heading to the gym, running errands, or traveling, these gummies make the perfect grab-and-go snack. They come in resealable pouches, so you can easily toss them in your bag and enjoy them whenever hunger strikes.

With Truly Keto Gummies, you no longer have to worry about finding keto-friendly snacks while you’re out and about. These gummies are a convenient and delicious option for keeping your cravings at bay without compromising your diet. Plus, their portable packaging makes them a hassle-free snack choice for busy lifestyles.

Don’t let your busy schedule get in the way of your keto diet goals. With Truly Keto Gummies, you can stay on track with your healthy eating habits while enjoying a tasty treat wherever you go.

Supports Your Weight Loss Journey

For many people, weight loss is a challenging and often frustrating journey. Finding snacks that are both satisfying and supportive of your goals can be a struggle. Truly Keto Gummies make it easier to stay on track with your weight loss journey without feeling deprived.

These gummies are not only delicious but also low in calories, making them a guilt-free snack option. Whether you’re looking to shed a few pounds or maintain your current weight, Truly Keto Gummies can be a helpful addition to your diet. Their satisfying sweetness can help curb cravings and prevent you from reaching for unhealthy alternatives.

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By incorporating Truly Keto Gummies into your weight loss plan, you can enjoy a tasty treat without derailing your progress. With the support of these keto-friendly gummies, you can stay motivated and committed to your health and fitness goals.

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Hi everyone 🙂Welcome to my vlog, showing my experience of being on GLP1 medication and day to day life. Music from Epidemic Sound https://share.epidemicsound.com/3cm54s