My portfolio strategy part 2

wealth.builder101 · 2025-05-12T20:00:31.223750Z

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 $META $MA $BRK.B $AMZN $ASML $MSCI $MC $BKNG $SPGI $ADBE $NOVO B $AIR $CDNS $OR $IDXX $EL $RMS $FTNT $LULU

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:

2Sem.

I see a lot of similarities to my strategy! Could it be that you watch a certain Youtuber with the initials JC? 😏

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wealth.builder101@wealth_builder101

1Sem.

@MoneyMatze yeah I follow him, however I got my initial inspiration for this strategy from Terry Smith, whom I’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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My portfolio strategy (part 2)