Current percentage allocations. As discussed prior, those with a higher allocation are the ones I generally have the higher conviction in. I would point out though that with my options positions, CRWD is actually my largest position. This does not show here as the options positions are not part of the stocks.
The portfolio as a whole ended Q2 (end of June today) at a whopping +92% gains YTD. I’ve always had the highest conviction in these companies, but could never predict or expect these kinds of returns. Will it continue…gosh I sure hope so!! It’s important in either case to note that 6 of these 10 stocks I have owned more than one full year…and 4 of those more than 2 years. I’m not a “trader” and I prefer to invest in great companies and hold them long term or until the thesis (and growth story) no longer holds.
Cheers and happy investing!! -Victor
