Hi Saul,
Why didn’t you take a real money portfolio like this back on Jan 1st?
Not a fit with my investing approach. But these stocks are of interest to people I care about,
so that’s why I track them.
Or is this just a portfolio you just put together now, retrospectively, knowing that cloud
computing companies did well in the first four months of the year?
This type of tracking has been around for years.
See: https://www.bvp.com/strategy/cloud-computing/index
However, that index is market cap weighted. I wanted something equal weighted, and so decided
to go with my own tracking portfolio that is similar but equal weighted.
Hope this helps.
Ears