Holdings

$GOOGL 14%

$ASML 13%

$VOO 13%

$MELI 7%

$UPST 6%

$YETI 6%

$V 5%

$TREX 4%

$HD 4%

$BLD 3%

​

Wow. Quite a run for UPST. Now a top 5 holding. Up 182%.

​

2023 YTD performance

Portfolio + 34.6

S&P 500 + 19.9

​

2022 performance

Portfolio - 11%

S&P 500 -19%

​

2021 performance

Portfolio + 30%

S&P 500 + 26%

​

Buys none

Sells none

​

Real Estate

1 single family home. Currently leased.

​

Where are we:

We are in a upswing. No change.

​

What I’m doing about it:

Only watch list stock is $ENPH. Especially after that pull back on weak guidance. Now closer to 9% cash up from 7% last month

​

No stocks on sell side chopping block.