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

  • TSLA
  • W
  • QCOM
  • BA
  • SNAP
  • NFLX
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