LONG TERM PORTFOLIO
Current Holdings as of July 2020
- AAPL
- GOOGL
- BAC
- CSGP
- BIIB
- SPLK
- COST
- ULTA
- V
- MA
- BABA
Holdings < 2%
- SBUX
- CMPR
- PINS
- CMG
- ALLY
- GLD (started 2020)
- BOX (started 2020)
- TDOC (started 2020)
- PTON (started 2020)
and a few more < 0.5%
Wishlist
- AMZN
- TWLO
- SHOP
- AMD
- MSFT
- INTC
- SQ
Popular But "NO TOUCH" Long Term
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