ASML Holding NV

RCI Hospitality Holdings, Inc.

In the last months I started to value great capital allocators and quality companies. Since then I cut my allocation to high growth stocks in half. Great capital allocators like [$ASML](https://twitter.com/search?q=%24ASML&src=cashtag_click), [$CSU.TO](https://twitter.com/search?q=%24CSU.TO&src=cashtag_click) or [$RICK](https://twitter.com/search?q=%24RICK&src=cashtag_click) now account for almost half of my portfolio. Live and learn.

![](https://cdn.commonstock.com/2509c998552b015a6ebe2467da16268bddbeeb599e41fce9bce652b98d872a5c-758x454.png)

![](https://cdn.commonstock.com/ac90a3baa07c83eb1782c00ee9f3a26a56c1ba30264e283aa854a83e267d8f0a-535x254.png)

https://twitter.com/search?q=%24ASML&src=cashtag_click

https://twitter.com/search?q=%24CSU.TO&src=cashtag_click

https://twitter.com/search?q=%24RICK&src=cashtag_click

My portfolio evolution over the last months

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