Top ten as at 16th September 2021

  1. AMD. 7.0%
  2. Roku 6.9%
  3. Nvidia. 6.7%
  4. Fubo. 5.5%
  5. Zoom. 5.4%
  6. Shopify. 5.2%
  7. Snap. 5.2%
  8. Marvell. 5.0%
  9. Magnite 4.4%
  10. SOI.L. 3.9%

These holdings accounted for 55.2% of portfolio holdings. These top ten posts help me to see how sentiment is changing, and are not investment advice. For that you need an investment professional.

Looking at the August list the only change has been Voyager going out because of price weakness and Snap coming in after the purchase of additional shares. A couple of additional purchases are being actively considered.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.