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 (-2,61 %)
$NVDA (+3,67 %)
$WCH (+2,46 %)
$CPRT (+1,16 %)
$TRI (+5,68 %)
$BOOT (+3,47 %)
$UFPI (+2,96 %)
$WSM (+1,32 %)
$BILL (+1,36 %)
$AMN (-2,38 %)
