With the month of July coming to an end, it's time to reflect on what happened during the month. As you may well know, I've shifted away from SaaS to more broader allocation. I've closed positions in $DDOG $SNOW $NET
, and opened a position in $LVMH.
A large portion of the gains were used to build a position in $LVMH and I've made adds to $GOOGL $ASML $MA $HIMS
. I continue to look for great ways to take advantage of long-term growing trend of spending in pharma/biotech space while mitigating the lumpiness of profits/revenue in the space, so I'm mostly looking at your sort of picks & shovels type of plays. From that perspective, I'm liking $TMO
and as of now I'm studying the company.
Simultaneously, I'm looking for other interesting industries.
The current portfolio allocation: