Portfolio update
In April I continued to add more money into my high convictions.
My top 5 positions now account for 48% of my portfolio ($GOOG, $AMZN, $CNSWF, $ASML, $TXN). My top 10 are 75% of my portfolio.

I also sold $TDOC last week after I lost all faith in this management team.

Reg Avery's avatar
Nice!

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