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 (-0,3%)
$NVDA (-1,47%)
$WCH (+2,44%)
$CPRT (+0,35%)
$TRI (+0,24%)
$BOOT (-0,19%)
$UFPI (-0,13%)
$WSM (-0,28%)
$BILL (-1,53%)
$AMN (-0,35%)
