๐๐๐๐๐๐๐๐๐ ๐๐๐ฟ๐ผ๐๐ ๐ถโ๐ซ๏ธ
Natan YTD: -20.4%
S&P500 YTD: +7.4%
TOTAL RETURNS (Jan 2022)
Natan's portfolio: +77.7%
*Benchmark: +35.6%
S&P500: +63.2%
MY POSITIONS:
22.4% $TransMedics Group, Inc.(TMDX)$
14.5% | $PROCEPT BioRobotics(PRCT)$
13.7% | $PDD Holdings Inc(PDD)$
12.6% | $Robinhood(HOOD)$
10.7% | $Meta Platforms, Inc.(META)$
7.4% | $WIZZ AIR(WIZZ.UK)$
6.0% | $Alibaba(BABA)$
5.7% | $PayPal(PYPL)$
3.7% | $Monday.com Ltd.(MNDY)$
3.3% | $Regeneron Pharmaceuticals(REGN)$
- - - - - - - - - - - - - - - - - - -
* ๐๐ฆ๐ฏ๐ค๐ฉ๐ฎ๐ข๐ณ๐ฌ ๐ช๐ด ๐ค๐ข๐ญ๐ค๐ถ๐ญ๐ข๐ต๐ฆ๐ฅ ๐ข๐ด ๐ข ๐ธ๐ฆ๐ช๐จ๐ฉ๐ต๐ฆ๐ฅ ๐ข๐ท๐ฆ๐ณ๐ข๐จ๐ฆ ๐ฐ๐ง ๐ต๐ฉ๐ฆ ๐ง๐ฐ๐ญ๐ญ๐ฐ๐ธ๐ช๐ฏ๐จ ๐ณ๐ฆ๐ต๐ถ๐ณ๐ฏ๐ด:
- 70% ๐๐ข๐ด๐ฅ๐ข๐ฒ ๐๐ฐ๐ฎ๐ฑ๐ฐ๐ด๐ช๐ต๐ฆ ๐๐๐
- 30% ๐๐ฉ๐ช๐ฏ๐ข ๐๐ฏ๐ต๐ฆ๐ณ๐ฏ๐ฆ๐ต ๐๐๐๐ ๐๐๐
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