Monthly Growth Portfolio Update| QQQ, SPY, IWM& ARKK

ShayBoloor
08-02

Hello everyone! Today i want to share some trading strategies with you!

1.

Monthly Growth Portfolio Update | July 2024

Portfolio Performance Since Inception:

• Growth Portfolio: +$142,080 | +112.6%

$Invesco QQQ(QQQ)$ : +75.4% 📈

$SPDR S&P 500 ETF Trust(SPY)$ : +43.3% 📈

$ARK Innovation ETF(ARKK)$ : +43.1% 📈

$iShares Russell 2000 ETF(IWM)$ : +27.3% 📈

2024 has marked a pivotal year for my growth portfolio, shaped significantly by IT budgets heavily skewed towards critical AI components such as chips, servers, and computing power, rather than software. These investments are essential for the upcoming advancements in AI software, yet the expected impact on the software sector has been slower than anticipated -- this delay is increasingly seen as the precursor to an inevitable upswing in business spending within the software industry, although pinpointing the timing of this surge remains a challenge.

One of my top performers, $CrowdStrike Holdings, Inc.(CRWD)$ , experienced a significant setback due to an IT outage -- losing 40% of its value in just a few weeks. Despite these challenges, I maintain my confidence in CRWD's market-leading endpoint security product -- believing its value will be fully recognized in time.

As the earnings season for growth tech begins, most of my holdings have underperformed this year -- primarily due to prolonged high interest rates that have suppressed business spending on software. However, this could change in the next few weeks. Fortunately, two standout performers, $TransMedics Group, Inc.(TMDX)$ & $Palantir Technologies Inc.(PLTR)$ , have significantly bolstered my portfolio this year.

Top 10 Holdings: $Snowflake(SNOW)$ , $Tesla Motors(TSLA)$ , $TransMedics Group, Inc.(TMDX)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Palantir Technologies Inc.(PLTR)$ , $MongoDB Inc.(MDB)$ , $Global-E Online Ltd.(GLBE)$ , $MercadoLibre(MELI)$ , $DigitalOcean Holdings, Inc.(DOCN)$ , $Trade Desk Inc.(TTD)$

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https://x.com/stocksavvyshay

AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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