2Mesยท

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 (+0,64%)

$META (+0,78%)

$MA (+0,61%)

$BRK.B (+0,46%)

$AMZN (-0,14%)

$ASML (+3,37%)

$MSCI (+1,03%)

$MC (+1,87%)

$BKNG (+0,06%)

$SPGI (+0,52%)

$ADBE (-0,16%)

$NOVO B (+7,71%)

$AIR (+0,2%)

$CDNS (+0,66%)

$OR (+2,56%)

$IDXX (+0,19%)

$EL (+1,5%)

$RMS (+1,04%)

$FTNT (-7,74%)

$LULU (+1,3%)

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2 Commenti

immagine del profilo
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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immagine del profilo
@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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