Posted by kalkgrun on 26th of Oct 2020 at 10:18 am
By weight SHOP, AMZN, NVDA, PYPL, SDS, OKTA, SQ, FVRR, SQ,
CRWD, ATVI. 40-45% Cash, 15% hedged something like that.
Portfolio size, and the position mix are tough but I'm
gettting it dialed in this year.
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thx for sharing
I'm up 1.19% on the lockdown trade. ZM, FVRR, NFLX, ...
Posted by matt on 26th of Oct 2020 at 10:02 am
thx for sharing
By weight SHOP, AMZN, NVDA,
Posted by kalkgrun on 26th of Oct 2020 at 10:18 am
By weight SHOP, AMZN, NVDA, PYPL, SDS, OKTA, SQ, FVRR, SQ, CRWD, ATVI. 40-45% Cash, 15% hedged something like that. Portfolio size, and the position mix are tough but I'm gettting it dialed in this year.