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Sept'22 - Growth Portfolio Update
Sells: None
- Deployed some cash and will continue to do so on weakness. I view this compression as LT discounts on my favorite growth businesses.
YTD return: -39.4%
- Down 5.5% from end of Aug.
- Sept was a tough month with lots of volatility and lived up to its rep as historically the worst performing month.
- That being said, I invest for the long-term so this gives me opportunity to add at attractive prices imo.
Other comments:
- I want to add to $MELI if price falls further on any weakness, but has held up relatively well
- $NU was a new position for me in Aug, but I added to it this month bringing up to 2.8%
- Still planning to deposit & invest more cash in these names on weakness
I look forward to the next bull run and am working to position myself in the best possible way for when that time comes!
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