Great write up…thank you for the time you out into it!
I know a lot of folks are up over 35% YTD, unsurprisingly their ports tend to overlap a bit with yours.
Internally, i decided to mentally lop off 20% of my Q1 gains, given the huge overall market gains since the late Dec lows. Meaning that a chunk of our gains was just bouncing back from those Dec 24th lows.
The only stocks i dont own of yours are SQ and GH. But i have bzun and splk…so also at 10 stocks now.
It has been harder to find new stocks recently. This board has me interested in Zoom, and I rejoined RBs to keep fresh ideas rolling in to look into.
Thanks again for your efforts here!
Dreamer