Another planned additional purchase to the portfolio, amount 407$

Another planned additional purchase to the portfolio, amount $407.

+2 Baozun
+10 Momo
+17 Zynerba
+2 Cargurus

Updated portfolio.

As long as the dollar is below 70, I buy more of it and do not add ruble assets. I consider the optimal dollar/ruble ratio in terms of the portfolio currency to be 70%-30% (currently approximately 55%-45%).

Yandex has skyrocketed, I won’t buy more at 3000+, the same with TCSG above 1300. I really hope that the crisis will continue and the opportunity to get it at good prices 😎.

Given the current situation, MOMO looks greatly undervalued, I added 10 stocks, now in the portfolio ~8%.

In general, the markets are at their highs, so I don’t make large purchases. I added positions on CarGurus and Zynerba to reach the planned 2-3% of the portfolio for each.

I really want to get ACAD below $40 and SRPT below $130, let's see if we can do it.