Current portfolio and thoughts

Here's the portfolio in percentage descending. 

TSLA

Yes It has sucked having my largest holding bleeding red for several weeks, or has it been months? Personally, I'm over it... I want a rally!

AMZN

Fitting this should be my largest or second largest holding as, obviously, they are near and dear to my heart. 

SQ 

Riding with them and loving it!

NVDA

This is a life time relationship!

PAGS and IQ

These are some of our largest holdings and definitely the most profitable. Way to go rookies and I don't see this letting up. These guys are so good, if you are not paying a premium, you're not getting in. So forget about the prices I was getting and "get in where you fit in" cuz these runs will last decades. 

Z

They may not grab a ton of headlines but Zillow Group is a big deal in our eyes, 

CVNA

Been with them since IPO and have never doubted they would be tremendously successful. 

VERI
It's very early in the VERI story but we think it's a compelling one. 

KSHB
Been following cannabis stocks for a couple years and KSHB ultimately stole my heart. (I think it was the 245% revenue growth yoy in Q1 18.)  This is another ride for life. 

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