YTD Performance and my Current Holdings

I don’t discuss my portfolio performance too often. If I did this every quarter (or even more frequently), I fear it would cause me to focus more on short-term performance than long-term performance. Most of my positions have 2-3 year time horizons. Thus, a performance update twice a year should be adequate.

Of course, whenever there are earnings updates, I continue to update each stock individually and if you have any questions, the Discord Community is the perfect way to reach out to me personally at any time.

Since my last portfolio discussion was roughly six months ago, it’s time again. I’ll also use this article to briefly discuss my current holdings and my main thesis about each of them.

I currently hold five positions (plus a small one to keep an eye on the stock):