In the spirit of disclosing our portfolios, let me offer you my very first portfolio review. This should provide a good contrast to most portfolios described here, since mine has relatively few “Saul Stocks”, and I tend to hold my positions for a long, long time.
Month-by-month (which is far too short of a time frame for me, but it is the tradition here to report such results), my portfolio returned:
January +4.7%
February +9.8%
March +4.0%
April +4.8%
May +5.0%
June +0.2%
**YTD +30.5%**
So, my portfolio grew 30.5% from Dec 31, 2016 to today. That compares favorably with the various indices, including the S&P500, but trailing Saul, Bear and others. This was done with only two new companies added, and two companies sold, over those six months, so my level of activity has been much lower than most here.
My large holdings (over 10% of porfolio):
**Company (symbol) % of Port % Gain (since purchase)**
**-------------------------------------------------------------------**
(1) Mastercard (MA) 21.8% 126.2%
(2) Arista Networks (ANET) 21.0% 96.4%
(3) Shopify (SHOP) 15.2% 148.3%
My middle-sized holdings (5-10% of portfolio) are:
(4) Bank of the Internet (BOFI) 7.5% 0.8%
(5) Walker-Dunlop (WD) 6.8% 225.5%
(6) Cambrex (CBM) 6.3% 56.1%
(7) Facebook (FB) 5.3% 58.9%
My small holdings (<5% of portfolio) are:
(8) Paycom (PAYC) 4.8% 5.4%
(9) Starbucks (SBUX) 4.2% 54.2%
(10) Skyworks (SWKS) 3.6% 18.0%
(11) MarketAccess (MKTX) 3.5% 24.1%
I currently hold about 5% of my portfolio in cash.
The only portfolio moves I made during this six month period were:
January: I had some option contracts on SWRKS executed, selling me out of my position but buying back a smaller position at a lower price.
February: No activity
April: I started a small position in BOFI due to short puts being exercised.
May: I bought more BOFI (at a much lower price!) and started my position in PAYC. I also sold my positions in MANH and SKX.
June: No activity
I sometimes use SWRKS and BOFI as the closest thing I have to “trading position”; I tend to sell options on them, given their volatility. But most of my holdings are longer-term positions; I have owned SBUX and MA since March of 2013, for example.
While this year and last have seen my accounts relatively stable in terms of holdings, 2015 and 2016 saw a lot more activity in my account than normal, as I moved decisively into small caps. My positions in CBM, ANET, SHOP, MKTX and WD were all started over those two years. Starting 6 new positions seems like no big deal for this board, but for me, that was a big deal. 
Side note: In 2014, I decided to split our holdings and let my wife manage about half. She had been eagerly learning about investing in our small investment club, and I felt the time was right for her to learn “real” lessons. I gave her our HUGE position in AMZN, our position in GOOG, and some others. Accordingly, she has done remarkably well. I remain a bit jealous (or rather, kicking myself for giving her my best holdings!). Her results have been better than mine, but I will not include them here. I must say I am proud of her. She has demonstrated what many studies have pointed out: Women are far better at controlling their emotions in investing then men.
Tiptree, Fool One guide