Thanks to the folks that post their results, I decided it was time that I wrapped myself around my own results, analyze them, and share with our vibrant Saul community.
My portfolio is up 11.7% for the year.
I have a mixture of Saul style stocks and established companies that are favorites across the Motley Fool universe. I have owned NFLX since 2007, never sold, and it has grown to 20% of my total portfolio. I know that’s a lot and bit worrisome, and I haven’t figured out a better alternative. Sell some for cash? Sell some and redeploy to either an existing stock(s) or look for something new?
These ten entries represent ~59% of my portfolio. Currently, there are 49 holdings in my portfolio. Four of my holdings are not TMF recommendations: EBIX, MFA, LGIH, and ABMD. I appreciate the sharing of content, thoughts, and ideas. Let’s continue to have a great year! ~TracyK
NFLX 19.7% Cash 8.5% BRK-B 7.1% AAPl 6.8% GOOG/L 4.7% SWKS 3.6% MFA 3% BWLD 2.3% COST 2% VEEV 1.9%