Showing posts from August, 2020

A/X Growth Portfolio 2020

Live Blog ---------------------- ---------------------- Dec 22, 2020 New Addition to A/X Growth I am adding Upstart Holdings ( UPST ) @ $42 to the portfolio.  Upstart is an AI Lending platform that partners with banks to help them underwrite better quality loans. This innovative platform will allow more consumer loans to be written at lower loss rates.  Investment report is coming soon. A/X Growth now has 15 positions.  ______________ Dec 19, 2020 On Dec 4, 2020, I removed FAANG from the portfolio.  Now, I am adding it back.  This will be messy and confusing if I am stopping and starting securities purchases. My goal is to focus on growth companies and have a small portfolio list, but I guess I will let things be. Over time, I may add like 2-5 companies a year and that will grow the total amount of holdings. I will put more weight on my newer and faster growers.  For the moment, I will keep Zoom off the list.  You can't make money tomorrow if you overpay today.  I see