This has been a long marathon, finally the sub-portfolio is complete - at least for now. It took us a little longer than a year to reach the intended number of 10 different stocks! 😄
-
What do you think about the selection? Would you have replaced one stock with another? 🤔
-
At this point, it is worth mentioning that I have already initiated the sale of UFP Industries. The reason for this is not that I am not convinced by the performance, but the "post-treatment" of the return: the income cleaning extremely reduces the return in that case. Lastly, in a Patreon post, I had explained again in detail what you should pay attention to when selecting stocks related to revenue cleansing (note: it is not only the share of impure revenue that matters) 😁
-
Do you guys have a replacement candidate for UFP? 🤔
Current tenbagger portfolio:
$FIVE (-1.23%)
$NVDA (-1.41%)
$WCH (-1.79%)
$CPRT (+0.16%)
$TRI (+0.55%)
$BOOT (-0.3%)
$UFPI (-0.04%)
$WSM (-0.69%)
$BILL (+0.74%)
$AMN (-3.37%)
