Since so much has happened in the last two weeks, since I wrote my End of April summary, that I thought I’d give a brief two-week update.
After 4 months and 6 trading days, I’m currently UP 46.3%.
The average of the five market indexes that I follow is DOWN 14.6%.
My current positions are:
**Crowdstrike 23.0%** **Alteryx 20.8%** **Zoom 20.4%** **Datadog 18.9%** **Okta 15.2%** **Coupa 1.8%**
Please remember that if a position has moved down a few percent it’s probably because other positions moved up more than it did, leaving it with a smaller percent of my portfolio.
I sold out of Roku during the week that ran from Apr 27 to May 1.
I added Coupa mostly on Monday of this week, May 4, and a little on Tuesday May 5.
Any changes in the other positions were just little adjustments around the edges.
Yes, I realize that being up 46.3% in the middle of this pandemic, without using any leverage, is surreal, but it is what it is.
Hope that this update was of interest.
A link to the Knowledgebase for this board is in the Announcements panel that is on the right side of every page on this board.
For some additions to the Knowledgebase, bringing it up to date, I’d advise reading several other posts linked to on the panel, especially “How I Pick a Company to Invest In,” and “Why My Investing Criteria Have Changed,” and “Why It Really is Different.”