6 month record vs S&P

My portfolio is up 27% for the previous 6 months vs 4% for the S&P. Buying undervalued stocks with low 1YPEG is paying off handsomely this year.

Keeping it simple with only stocks, no options.

My top 10 holdings (out of 18 holdings)

SWKS
CRTO
SKX
BOFI
INBK
NFLX
WAB
CELG
XPO
SYNA

My humble thanks to Saul, Anirban, Neil, Chris and many others who contribute their time and wisdom on this board.

Jim

8 Likes

Hear… Hear!

SKX has been my biggest holding and done extremely well… And adding to SWKS, SYNA and AMBA is healing.

I was also lucky to be in CTRP and Catamaran both of which for other reasons jumped up a lot this year (Catamaran got acquired).