2Monยท

My portfolio strategy (part 2)

  • Concentrate on the following sectors: Tech, consumer, healthcare, financial (excluding banks), industrials
  • Smallest position size 2% / largest position size 15%
  • Only sell a position when it can be replaced with a position that increases the overall quality of the portfolio
  • Avoid companies with little to no track record or companies going through a restructuring phase



Here are my current holdings:

$MSFT (-0.62%)

$META (+0.05%)

$MA (-0.44%)

$BRK.B (-0.01%)

$AMZN (+0.54%)

$ASML (-2.06%)

$MSCI (-0.88%)

$MC (-0.72%)

$BKNG (+0.1%)

$SPGI (-0.04%)

$ADBE (-0.13%)

$NOVO B (-1.91%)

$AIR (+0.08%)

$CDNS (-2.06%)

$OR (-1.8%)

$IDXX (-1.05%)

$EL (-0.82%)

$RMS (-1.31%)

$FTNT (+0.28%)

$LULU (-1.8%)

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2 Comments

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I see a lot of similarities to my strategy! Could it be that you watch a certain Youtuber with the initials JC? ๐Ÿ˜
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@MoneyMatze yeah I follow him, however I got my initial inspiration for this strategy from Terry Smith, whom Iโ€™ve been following for years. JC seems to follow the same general rules when it comes to stock picking though. I really like his approach!
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