May Recap: A Very Strong Month For The Portfolio Up 45% YTD Now

Here's the updated portfolio:

Hi all 👋

My portfolio had an incredible May with my biggest winners including:

1. HIMS +39%

2. LMND +19%

3. TMDX +37%

4. MELI +14%

5. TSLA +19%

6. CEG +27%

7. ALAB +30%

8. FSLR +14%

Paid subs obviously have direct access to my portfolio and my spreadsheet as well as up to date buys and sells so hopefully some of you profited from these big moves in May.

Currently, my portfolio is very geared towards high growth names such as those outlined above, amongst a few others. Most stocks in the portfolio reported very strong earnings so that helped a lot alongside a strong month for the wider market.

I don’t build my portfolio around trying to beat the market by +2-3% a year because quite simply that won’t change my life in anyway. I create my portfolio to be slightly higher risk with stocks that I believe have the potential to do 2x-5x over the next 3-5 years, and so far we’re off to a very good start.

Some of these stocks were:

• Inflection point stocks

• High growth names not being appreciated by the market

• Undervalued cheap value stocks

It’s worth noting here that the beta of my portfolio is higher, and that’s deliberate. This means that during a market downturn (which may come), some stocks in my portfolio will perform worse than the wider market but I counteract this by having:

1. Long term mindset (3-5 years)

2. Very strong conviction in the stocks I choose

Occasionally I invest in stocks for a swing trade idea (like TEM last week which I called out to my paid subs on the spreadsheet), but most of my portfolio is made up of stocks I want to invest in for the long term, hence why I feel very comfortable holding (and adding) to this portfolio through a more difficult macro period. Of course, I will continue to make additions and trims where I see necessary, but overall conviction and research will win in the long term.

Without further ado, here’s a recap of my portfolio in May:

My portfolio is for paid subscribers. I have a spreadsheet that I update daily and provide commentary on very regularly so paid subs have consistent access to my thought process for just $14 a month.

I am nearing 10,000 subscribers so when I do reach that I’ll be offering a big discount for the paid subscriber community!

Until then, here’s a link to become a paid subscriber: