@7531619753161934
Half-way through the year, portfolio is up +114.5% vs. +18.8% for S&P-500 (zero $NVDA exposure)
There have been winners & losers, but the high conviction positions outweighed
The big winners: $TSM $MU $HOOD $AMZN $TMDX $NVAX $CLS $SLV $GOOGL $MGNI $AVGO $TREE $CDNA $TSLA $INDA https://t.co/9oLgpRC35E
0 reply
0 recast
0 reaction