Model Portfolio

Model Portfolio Changes November 2020

It’s been too long since we updated our model portfolio (February 2020) but the performance has been good thanks to continued market strength. (During this time though we have been very active in our StockTwits room with shorter-term ideas and adjustments.) In order to provide more regular updates, we’ve created a Google Sheet that summarizes…

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close up on box of gourmet chocolates

Model Portfolio Updates

It’s time to update our IPO Candy Model Portfolio. Our first pass is to add some new names and also eliminate a couple that no longer meet our investment criteria. Adding: SDGR, FVRR, ARLO, WORK, LVGO, CHWY, SWAV, FREQ Removing: GSKY, SPOT, PS, FNKO Here is more about the additions: Schrodinger (SDGR) – This is…

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