Check out below which ones are top performers of the SP500.
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Thanks for reading.
"Luck is always the last refuge of laziness and incompetence." James Cash Penney
"The five separate fingers are five independent units. Close them and the fist multiplies strength. This is organization." James Cash Penney
Portfolio
Portfolio summary - Dec-end$AMZN $AYX $BABA $DOCU $ESTC $FB $GOOGL $GSX $LK $LVGO $MELI $PIAHY $PINS $PYPL $ROKU $SE $SPCE $SQ $STNE $TAL $TCEHY $TWLO $WORK $ZS— Puru Saxena (@saxena_puru) January 1, 2020
No hedges in place.
YTD performance -
Portfolio +13.45% , $ACWI +26.58% , $SPX +28.88%
contd... pic.twitter.com/UmHOiKRWYi
Portfolio
Happy New Year! End of year top holdings and final YTD results:— Matthew Cochrane (@FoolMCochrane) January 1, 2020
SWKS 8.7% of portfolio
AMZN 8.2%
MA 7.5%
GOOGL 7.0%
FB 6.7%
PYPL 6.2%
DIS 5.6%
MSFT 5.5%
GPN 3.4%
SQ 3.3%
HD 3.2%
SHOP 3.0%
PAYC 3.0%
VZ 2.4%
HAS 2.3%
JPM 2.2%
EA 2.2%
BABA 2.2%
GLW 2.1%
ADBE 2.0%
MELI 1.7%
MDB 1.6% https://t.co/GYMwp371w8
Portfolio
My end of year top holdings:$MA 8%$GOOG 7%$MELI 7%$AMZN 6%$NFLX 6%$BKNG 6%$ISRG 5%$FB 5%$SBUX 5%$V 4%$PAYC 4%$DOCU 3%$ADBE 3%$SQ 2%$ADSK 2%$TSLA 2%— Brian Feroldi (@BrianFeroldi) January 2, 2020
Portfolio
Here's how the new year begins for my portfolio (by % of invested assets, rounded any may not add to 100%): $SSRM 61.5%$AG 15.9%$TEVA 11%$BAC 3.9%$ICPT 3.2%$EXEL 1.5%$NE 1%$CVS 1%$T 0.3%$LOVE 0.3%$FLR 0.2%$KSHB 0.1%$CTST < 0.1%— Sean Williams (@TMFUltraLong) January 1, 2020
Top Picks for 2020 5 Longs and 5 Short
My Top Picks for 2020: 5 Longs and 5 Shorts:— Long Short Value (@LSValue) January 2, 2020
Longs: $AYX, $ESTC, $SDI, $SEAC, $EVI
Shorts: $CVNA, $BYND, $CDZI, $TRUP, $PCG pic.twitter.com/jIcke53RTR
Portfolio
Here’s my portfolio heading into the new year:— Locked-Up Capital (@lockedupcap) January 2, 2020
AMT 15.5%
AMZN 13.2%
COUP 11.0%
AYX 9.9%
MA 9.0%
SHOP 7.9%
TDG 7.5%
HEI/A 7.4%
SBAC 7.3%
SMAR 4.3%
TTD 2.9%
ZS 2.3%
CRWD 1.8%
Ended 2019 up 50%, with a more concentrated portfolio.
Portfolio
Just sent-out my december portfolio update. Here are my holdings as of today:— Brett Schafer (@CCM_Brett) January 2, 2020
Cash (13.62%)*$SQ (13.24%)$AAXN (10.77%)$SPOT (10.55%)$YEXT (10.17%)$JD (9.32%)$DIS (6.8%)$ATVI (6.29%)$MDB (6.19%)$EA (5.06%)$TDOC (4.92%)$TTD (3.05%)https://t.co/7ncqdzOZRw
Portfolio
End of year top holdings in the Freedom Portfolio:$SHOP 13% $AMZN 10%$MELI 10%$DIS 6%$NFLX 5%$NVCR 5%$TSLA 5%$SQ 4%$JD 4%$RDFN 4%$TDOC 4%$BABA 4%$IQ 4%$TTD 3%$CRSP 3%$BZUN 3%— Paul Essen (@paul_essen) January 2, 2020
Portfolio
— Alex Haak (@Badpak) January 2, 2020
Portfolio
Portfolio: Jan 2020— THE RENEGADE 🇿🇼+🇿🇦 +🇦🇺 (@trevmuchedzi) January 2, 2020
Payments$SQ, $MA, $PYPL, $PAGS
SaaS$ESTC, $BL, $DDOG, $WORK
Healthcare$NVTA, $ILMN, $WELL, $GH
Platforms$TTD, $BZUN
Capital allocators$CSU.TO
E-commerce$SE
Consulting$NVEE
Cash
💰
No additions last month. Building up the cash reserve
Portfolio
Stocks to Watch 2020$STNE - $39.89$OKTA - $115.37$ROKU - $133.90$ZM - $68.04$LVGO - $25.06$WORK - $22.48$SQ - $62.56$CGC - $21.09$CRWD - $49.87$TCEHY - $48.01$PYPL - $108.17$MDB - $131.61$SNAP - $16.33$SHOP - $397.58$SE - $40.22https://t.co/EHMGzUl5GU— Chris Perruna (@cperruna) January 2, 2020
Portfolio
My portfolio as of 1/02/2020:$LVGO $AYX $CRWD $ESTC $ZS $MDB $DDOG $ROKU $ZM $FSLY $PSNL $GBTC $TTD— Richard Chu (@richard_chu97) January 3, 2020
Changes:
Added: LVGO, CRWD, LINK
Reduced: TTD, MDB
Sold Out: PLAN pic.twitter.com/F09NXsdT8f
Top 10 best performers of 2019 in the SP500
Top 10 best performers of 2019 in the #SP500:— 11Graphs (@11Graphs) January 2, 2020
1. AMD $AMD: 148%
2. LAM RESEARCH $LRCX: 115%
3. KLA CORP $KLAC: 99%
4. TARGET $TGT: 94%
5. CHIPOTLE $CMG: 94%
6. QORVO $QRVO: 91%
7. COPART $CPRT: 90%
8. XEROX $XRX: 87%
9. APPLIED MAT. $AMAT: 86%
10. APPLE $AAPL: 86%$SPX $SPY
Portfolio
Portfolio heading into 2020— Sahara (@saharainvesting) January 1, 2020
GAN - 46%
MIPS - 6%
Games Workshop - 6%
On The Beach - 6%
Microsoft - 6%
Tencent - 6%
Facebook - 6%
Best of the Best - 5%
Soitec - 4%
PagSeguro - 4%
Mastercard - 3%
Alteryx - 1%
Elastic - 1%
Smartsheet - 1%
Got a lot riding on you GAN!
Portfolio
My 25/4% Portfolio heading into 2020:$APT$CYAN$DAIO$IVFH$NWL$PCTI$RAIL$TRIB— JLB (@VanderbiltStCap) December 31, 2019
17 names still TBD. 4% is initial position. Rebalancing philosophy "in-work".
PS: I hold additional "legacy" positions that are not part of the 25/4% strategy, two of which are very large.
