Hedge Vision's avatar
$127.2m follower assets
July Portfolio Update
Personal Top 10 Holdings
As of July 31st, 2022

  1. $MSFT: 11.5%
  2. $AMZN: 10.7%
  3. $MELI: 9.5%
  4. $CRWD: 8.4%
  5. $SE: 7.5%
  6. $CROX: 5.8%
  7. $NVDA: 5.0%
  8. $AAPL: 3.6%
  9. $DDOG: 3.3%
  10. $CRM: 3.1%

Top 10 Positions: 68.4%
Cash Position: 6.8%
Rest of Portfolio: 24.8%

Conor Mac's avatar
Is 7% cash typical for you?
Hedge Vision's avatar
@investmenttalk Yeah i try to keep around 10% cash for dry powder 🔌

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