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PORTFOLIO Current Composition

By 9 de January de 2020 No Comments

How is everyone doing?

A new year begins, the portfolio must be renewed and ready for growth. I rebalanced, looking for a mix of companies with low debt, high earnings possibilities, good diversification between branches and a great intrinsic value based on free cash flows.

Follow:

Google – GOOG

Shopfy – SHOP

Mastercard – MA

SolarEdge – SEDG

Apple – AAPL

Microsoft – MSFT

Lululemon – LULU

Universal Display – OLED

Facebook – FB

Trade Desk – TTD

Paycom – PAYC

Restoration Hardware – RH

New Oriental Education – EDU

 

Check: https://www.etoro.com/people/santiago1000

 

There are 14 growth assets.

 

Good luck to us!

 

Best Regards

 

Santiago

 

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