Here's my portfolio breakdown and valuations as they currently stand
@Long_Equity:
Here's my portfolio breakdown and valuations as they currently stand.$Microsoft(MSFT)$ $Visa(V)$ $S&P Global(SPGI)$ $MasterCard(MA)$ $MSCI Inc(MSCI)$ $L'Oreal Co.(LRLCY)$ $Constellation Software, Inc.(CNSWF)$ $Amazon.com(AMZN)$ $Costco(COST)$ $Intuit(INTU)$ $Cadence Design(CDNS)$ $Mettle