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,
$MA &
$SNOW, exited
$FVRR, and added to my positions in
$GOOGL,
$MDB, 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!