Finally Foolin November 2023 Portfolio Update

November started not so great (Confluent) but ended up fantastic as my portfolio started the month up 22.5% and ended close to 50%!! The last week especially saw over 50% of my portfolio value reporting (Zscaler, Crowdstrike, Snowflake) and ALL had solid to great quarters. I also had MercadoLibre & Nvidia report and they were both very good as well.

YTD: 48.95%
MTD: 22.04%

Note, I modified my dashboard. Decided to toy around with Streamlit. I really like it so far and it provides a lot more capabilities in regards to input and being more dynamic on charts and such. Not quite all the features of my previous PowerBI for straight dashboarding though… yet anyway.

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Confluent
While I was disappointed in the CFLT quarter, the stock was WAY OVERSOLD before I could even consider selling so I held on to my shares. Ended up being a good decision as its been strong since then.

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