Cameron McFarlane's avatar
$16.9m follower assets
US Portfolio July Results:

Performance YTD: -45.60% vs SPY: -13.69%
Portfolio By Weight:

$NVDA - 14.18%
$GOOG - 13.44%
$PLTR - 12.53%
$SE - 12.52%
$DDOG - 9.96%
$SQ - 5.53%
$ZS - 6.05%
$TSLA - 4.77%
$DOCN - 4.32%
$QQQ - 3.70%
$TTD - 3.51%
$ABNB - 3.47%
$TTD - 4.00%
$DOCN - 3.18%
$MQ - 3.11%
$OPEN - 1.92%
Yegor's avatar
Question. If you own bunch of different tech stocks why own also $QQQ or if you own $QQQ why also own bunch of tech stocks? Isn’t it kind of the same thing?
Cameron McFarlane's avatar
@from100kto1m honestly I’ve thought about selling majority of my portfolio and rolling it over to $QQQ a number of times.

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