Wow - what an interesting week (or two).
My portfolio results through November: +35.6%
Top holdings - percentage growth
SHOP (Shopify) 104%
NVDA (Nividia) 98%
BLUE (Bluebird Bio) 83%
ABMD (Abiomed) 83%
ALGN (Align) 80%
ANET (Arista Networks) 79%
PAYC (Paycom) 77%
XPO (XPO Logistics) 77%
EPAM (EPAM systems) 58%
ISRG (Intuitive Surgical) 56%
ATVI (Activision Blizzard) 55%
SQ (Square) 49%
Top Holdings - percentage of total portfolio
NFLX (Netflix) 19.1% (33% YTD*)
CASH ($$) 9.1%
AAPL (Apple) 6.8% (42% YTD*)
GOOG/L (Alphabet) 4.8% (27.5% YTD*)
BRK-B (Berkshire Hathaway) 4.3% (20% YTD*)
MFA (MFA Financial) 3.2% (YTD 1%)
NTNX (Nutanix) 2.4% (YTD 46%)
ANET (Arista Networks) 2.2% (YTD 79%)
JUNO (Juno Therapeutics) 2.2% (YTD 32%)
MELI (Mercado Libre) 2.0% (YTD 0%)
ALGN (Align) 1.9% ( YTD 80%)
- by that I mean I begin to track the stock price the day I purchased it…not necessarily 1/1/2017. What’s a better way to label that?
Top holdings represent 58% of my total portfolio
ACTIVITIES:
Sold KMX @ $69.00 per share
Buy (more) SQ @ $38.00 per share
Sell (some) BRK-B $181.15 (today closed at $196.96)
Sell ORCL $49.00 per share
Buy HUBS $85.80 per share
Buy NVEE $55.50 per share
Buy MZOR $61.30 (today closed at $55.73)
Fellow cowboys and cowgirls, we nearing year-end. What’s the best strategy to utilize cash? Staying on the sidelines? Investing…in what? Thoughts?
Have a great evening,
TracyK