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PORTFOLIO Current Composition

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.


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




There are 14 growth assets.


Good luck to us!


Best Regards




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