It's time for the March portfolio update :) Throughout last month I made some changes to my portfolio - initiated a small position in $UBER
, doubled down on $ASML
, exited $FVRR
, and added to my positions in $GOOGL
, and $ADBE
. It's been a great month. And $HIMS
is now my first ever bagger on my investing journey :)
I'm very proud of that result. Following the process, doing systematic due diligence, and being patient quite literally PAYS OFF!