I've taken a little break from posting my monthly updates, but haven't taken my eye off the portfolio.
$NVDA (NVIDIA Corporation) continues to do well after its 10 for 1 share split, and is by far our largest position.
$ELF (elf Beauty Inc) has been doing well today, after receiving a raised price target of $250 from Canaccord Genuity. Unfortunately it's only a very small part of the portfolio.
I'm considering whether any tweaks are required - $MCD (McDonald's) has been underperforming, and so has $MSCI (MSCI Inc), but I'm going to give them a little room to turn around before taking any action.... Show More
