# Portfolio Update

**URL:** <https://discussion.fool.com/t/portfolio-update/61045>\
**Category:** Abandoned Arctic Outpost #13\
**Created:** [February 17, 2022, 1:00pm UTC](https://discussion.fool.com/t/portfolio-update/61045 "2022-02-17T13:00:32Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![Champico33](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/champico33/32/3950_2.png) [@Champico33](https://discussion.fool.com/u/Champico33)\
**Post date:** [February 17, 2022, 1:00pm UTC](https://discussion.fool.com/t/portfolio-update/61045/1 "2022-02-17T13:00:32Z")

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After recent activity the roster is down to only 6 players:

Prior to this morning.

A) STARTERS

1. DDOG: 20% of Portfolio

2. UPST: 19.4%

3. MNDY: 18.7%

4. ZS…: 13.3%

B) Bench

1. S…: 7.7%

C)Scout Team

1. ZI…: 3.4%

Balance in Cash

Note: I added to all 4 STARTERS today so the percentages will go up a bit but I consider these adds a TBs. As a rule I am uncomfortable with positions that exceed 15% - however, with the RTHG strategy I have been consistently lightening less confidence companies and pushing the funds into higher confidence positions.

Prior to today’s sell-off the portfolio was down YTD by only 6 points.

All the Best,