July, A Rocky Month
Despite only adding to $BBBY and $CVS in July only two companies remained in the same spot as last month's update.

$INTC is still my largest holding and $FRDM holding up the 6th spot.
$STLA moved up a spot and $BOC replaced $DJCO.
$CVS moved up to number two on a bad earnings preview from $CRSR and will soon take number 1 if $INTC continues its woes.
$PYPL also moved up, having a pretty good month in July.

Overall very interesting to see all the movement in only a month. Plan on adding to $CRSR and $INTC in this next month.
Ben's avatar
Well done YTD and 1 year vs SPY
Dollars and Sense's avatar
@rpinvestments still outperforming which i'm quite happy about.
Conor Mac's avatar
Slaying it YTD though, well done my man.