1Mesยท

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 (+0,3%)

$META (+0,7%)

$MA (+2,34%)

$BRK.B (+0,23%)

$AMZN (+0,98%)

$ASML (+0,86%)

$MSCI (+0,77%)

$MC (+0,44%)

$BKNG (+0,64%)

$SPGI (+0,23%)

$ADBE (+0,82%)

$NOVO B (+1,18%)

$AIR (+2,31%)

$CDNS (+0,73%)

$OR (+0,42%)

$IDXX (-0,01%)

$EL (+0,14%)

$RMS (-0,4%)

$FTNT (+0,71%)

$LULU (+1,06%)

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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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