June Performance Summary 2023

Don’t have a lot of time so I’ll be quick:

Note 1: I am an amateur investor whose self inflicted wounds include L. Coffee and UPST - albeit, I rode UPST back up recently and recovered about 30% or so of my original losses - so there’s that I suppose. If an investing mistake can be made you can be pretty sure I have managed to make it. Sometimes I have doubled dipped on mistakes that evidently appeal to me.

Note 2: Any Fools living in the Lake Como area please let me know.

Performance Results:

January: +10.4%
February:… -0.6
April:…- 1.7

YTD… +47.8%

Portfolio as it now Stands:


  1. AEHR
  2. MNDY
  3. IOT
  4. SMCI
  5. ENPH

B) Bench

  1. GLBE
  2. AMD
  3. BILL
  4. CRWD
  5. ANET.

C) Scout Team

  1. TTD
  2. MRVL
  3. ONON
  4. NNOX

Here is my current thinking by investment category:

STARTERS: I like them a lot.

The Bench: I like them a lot but a little less lot than I like the STARTERS

Scout Team: I am not sure if I like them or not and thats why they are on the Scout Team.

That about does her.

Hope everyone is having a great summer.

All the Best,
BDH Investing


nearing 1000 with this news!!!


Hi V:

Was a gift!

All the Best,
BDH Investing

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Major Portfolio Roster Adjustment:

Effective immediately (if not sooner) the Scout Team has been re-named “The Rookie Development Squad”. I might just label it as RDS or I might not. Have to think about it some.

All the Best,
BDH Investing.

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up13% so far…


Sweet…. Been holding for a long time so been quite a ride.


I appreciate your post and I am new to investing too. My background is in IT as Defense Contractor for over 30 years. I believe information technology is ready to take off again because of AI. Artificial Intelligence is going to move the market is all areas especially in the development of consumer footprint in housing, auto, education and technology.


Would you mind expounding on that a bit more? I’d be interested to hear the specifics.


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looks suddenly NNOX had no momentum, last 5 days -0.26% where as upst 20% & evnx 7% & cdlx 18% & cvna 12% & ionq 8% & plug 11% & gdrx 32%(GDrx really strong after cvs news)

i know nnox might pickup in a single day and follow these stocks but for this week this is under performed.
may be need to replace or divide into upst, cdlx, ionq .

if we remember 2021 along with saul stocks these over sold stocks like cvna, wayfair, up 300 to 500% and performed very well compare to saul stocks.
so, we might have scout team with these kind of stocks to bump our returns.

I had scout team positions with nnox , upst, gdrx , cdlx for now with 1 to 3% of portfolio… looking for better entry some with cvna, wayfair down the line.

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We missing you Champico!!! knock knock…hoping you doing good and having good time.