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! 😄
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What do you think about the selection? Would you have replaced one stock with another? 🤔
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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) 😁
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Do you guys have a replacement candidate for UFP? 🤔
Current tenbagger portfolio:
$FIVE (-2.21%)
$NVDA (-3.63%)
$WCH (-0.13%)
$CPRT (-2.4%)
$TRI (+0.61%)
$BOOT (-2.39%)
$UFPI (-0.76%)
$WSM (-6.38%)
$BILL (+1.08%)
$AMN (+7.29%)
