Holdings in it are currently ADBE UK:FDM UK:HLMA MMS PAYC SHOP and SPLK..
It appears that there is a rush to nowhere going on. The consensus of opinion of this thread is that diversification translates into safety and is the most important metric, and that nothing else matters including the individual securities being held
I question that—In the list of 8 securities you provided you have 2 securities that appear to be UK (United Kingdom?) securities. Thats a full 25% of your list and appears to be too large a position for example for a USA investor. I also noticed there are SHOP and SPLK listed–That also is a full 25% of the portfolio that start with the letter “S” which is way too much considering there are 26 letters and most are not represented that should be.
IMHO stocks do matter and seeking peer approval of one’s selections will lower the portfolio performance to the lowest level that will get the most approval votes and not necessarily the best portfolio results.
It takes courage to make money in the stock market-----Not peer approval.
b&w