AEM, ANET, SHOP

Shopify plunged by 18.6% and AEM sank by 12.9%!

May 9, 2024

action, FVRR, GOOG, INMD, SHOP, TTD, VEEV

Initiated position in Alphabet and bought back The Trade Desk

March 12, 2024

ANET, SHOP

Long growth runway for Arista Networks and Shopify

February 15, 2024

AAPL, ANET, CRWD, DBS, FVRR, hr glass, ifast, INMD, ISRG, micromech, mpact, MSFT, NCNO, NVCR, ocbc, performance, portfolio, review, rmg, sats, SHOP, SWAV, valuetronics, VEEV, venture, ZS

Achieved 12% Return for Portfolio in 2023

December 19, 2023

AAPL, action, ANET, INMD, NVCR, performance, portfolio, SHOP, uhreit

Update on US portfolio (including United Hampshire REIT)

November 21, 2023

AAPL, ANET, INMD, SHOP, TSCO

2023Q3 Scorecard III: AAPL, ANET, INMD, SHOP & TSCO

August 9, 2023