1Monยท

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 (-0.2%)

$META (+0.68%)

$MA (+0.24%)

$BRK.B (+0.02%)

$AMZN (+1.62%)

$ASML (-0.48%)

$MSCI (+1.74%)

$MC (+1.61%)

$BKNG (+1.57%)

$SPGI (-0.08%)

$ADBE (+0.08%)

$NOVO B (+1.03%)

$AIR (+1.26%)

$CDNS (+0.58%)

$OR (+0.79%)

$IDXX (+0.5%)

$EL (-0.38%)

$RMS (+0.86%)

$FTNT (-0.51%)

$LULU (+1.64%)

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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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