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August'22 - Growth Portfolio Update
Sells: None
- Made some adds with the cash coming in. I am looking to add some $CRWD on weakness here as well as $MELI.
YTD return: -33.9%
- Quite the rollercoaster of a month with most increase being wiped out in the past week after the Jackson Hole speech..
- I take these price weaknesses to add to the businesses that are still executing - great for the long-term!
Other comments:
- $NU is a new buy for me in Aug. Took a starter 1.6% position at $4.71 after diving into research and chatting with a few great investors. Planning to add and bring up to ~5% position eventually.
- I plan to deploy more cash into market weakness. Slow & steady!
Always happy to collaborate and hear your thoughts! Please comment below or send me a DM.
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