As of July 31, the portfolio is up 7.4% year to date.
What would you say is your highest conviction pick? Also what do you think of Crox now, I saw that it was part of your initial portfolio at quite a high price and you've been averaging down ever since.
You can check here on how I make decisions.
https://www.moatmind.com/p/using-irr-to-build-better-portfolios
I would pick a combination of FLOW, BME and CROX.
I only add a company when the risk–reward profile makes sense. I don't have a goal of averaging down.
What would you say is your highest conviction pick? Also what do you think of Crox now, I saw that it was part of your initial portfolio at quite a high price and you've been averaging down ever since.
You can check here on how I make decisions.
https://www.moatmind.com/p/using-irr-to-build-better-portfolios
I would pick a combination of FLOW, BME and CROX.
I only add a company when the risk–reward profile makes sense. I don't have a goal of averaging down.