Hello everyone! Today i want to share my holding here with you!
๐๐๐๐๐๐๐๐๐ ๐๐๐ฟ๐ผ๐๐
Natan YTD: -6.8%
S&P500 YTD: -1.5%
TOTAL RETURNS (Jan 2022)
Natan's portfolio: +108.0%
*Benchmark: +32.0%
S&P500: +49.7%
MY POSITIONS:
18.8% | $TransMedics Group, Inc.(TMDX)$
17.1% | $PDD Holdings Inc(PDD)$
9.5% | $Meta Platforms, Inc.(META)$
9.3% | $Robinhood(HOOD)$
9.0% | $Alibaba(BABA)$
7.4% | $PayPal(PYPL)$
7.3% | $Regeneron Pharmaceuticals(REGN)$
6.6% | $PROCEPT BioRobotics(PRCT)$
4.0% | $WIZZ AIR(WIZZ.UK)$
3.8% | $Moderna, Inc.(MRNA)$
3.8% | $Monday.com Ltd.(MNDY)$
2.0% | $Edwards Lifesciences(EW)$
1.4% | $CRISPR Therapeutics AG(CRSP)$
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* ๐๐ฆ๐ฏ๐ค๐ฉ๐ฎ๐ข๐ณ๐ฌ ๐ช๐ด ๐ค๐ข๐ญ๐ค๐ถ๐ญ๐ข๐ต๐ฆ๐ฅ ๐ข๐ด ๐ข ๐ธ๐ฆ๐ช๐จ๐ฉ๐ต๐ฆ๐ฅ ๐ข๐ท๐ฆ๐ณ๐ข๐จ๐ฆ ๐ฐ๐ง ๐ต๐ฉ๐ฆ ๐ง๐ฐ๐ญ๐ญ๐ฐ๐ธ๐ช๐ฏ๐จ ๐ณ๐ฆ๐ต๐ถ๐ณ๐ฏ๐ด:
- 70% ๐๐ข๐ด๐ฅ๐ข๐ฒ ๐๐ฐ๐ฎ๐ฑ๐ฐ๐ด๐ช๐ต๐ฆ ๐๐๐
- 30% ๐๐ฉ๐ช๐ฏ๐ข ๐๐ฏ๐ต๐ฆ๐ณ๐ฏ๐ฆ๐ต ๐๐๐๐ ๐๐๐
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