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 (-0,94%)
$NVDA (+0,69%)
$WCH (-2,72%)
$CPRT (-0,27%)
$TRI (-0,7%)
$BOOT (+0%)
$UFPI (-0,03%)
$WSM (-1,27%)
$BILL (+0,03%)
$AMN (-2,51%)
