Portfolio Update: The Stocks I Added and Why

This morning I do a portfolio update and walk through the stocks I added during the recent pullback. Goldman Sachs reported a strong quarter this morning, beating on both EPS and revenue, yet the stock is selling off pre-market which is helping drag the Dow Jones lower than the other indexes. I dig into why that might be happening and promise to have more on it tomorrow. I also share my honest take on the US-Iran war and why Iran has more leverage than most people want to admit when it comes to the Strait of Hormuz.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealthbuilding #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #GoldmanSachs #GS #Iran #StraitofHormuz #OperationEpicFury #BuyTheDip #Palantir #PLTR #AppLovin #APP #Bitcoin #BTC #stockanalysis #marketwatch #wealthmanagement #RigatoniCapital$GS $PLTR $APP $AMZN $QQQ $BTC $IBIT