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Sean's avatar
$16.5MFollowers
Portfolio Going into H2 of 2022!
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Since the end of Q1 my portfolio has taken a bit different shape in the middle of the pack as I decided I wanted to spread my factor bets a bit more than it was previously with just mainly Software.

Over Q2 I had an employment change — meaning I got to rollover my old 401k and decided I wasn’t going to put that $$ in full risk on assets like a more responsible person probably should haha.

The overall new additions are: $V $MSCI $FICO $CMG $CRM $ZM and I’ve increased many of my existing positions substantially!

Sean's avatar
$16.5MFollowers
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