Diversified Portfolio

Disclosure: I own many of the companies mentioned on this web page. The writing is my own, and it expresses my own opinions at the time of writing. I may change my opinion at any time. Additional disclosure: Not investment advice. I am not an investment adviser. You must take full responsibility yourself if you make any decisions based on what you read on this web page.

Snapshot: Diversified portfolio August 2020

This is my diversified portfolio per 28/08/2020. Except for small positions in mutual funds, it consists of a large basket of US stocks (73 companies at the moment) that I started buying in December 2018. In the table below, the performance is in USD while my returns are in NOK.

Ticker Company Weight MCap 5Y perf. 5Y CAGR YTD perf. Cost/sh Return
MELI Mercado Libre 2.2% 58.6 B 970.6% 60.7% 106.1% 602.83 95.6%
ETSY Etsy 1.8% 14.3 B 725.7% 52.5% 170.1% 48.15 148.5%
SHOP Shopify 1.5% 125.2 B 3662.5% 206.6% 162.1% 372.00 180.1%
ROKU Roku 1.3% 21.6 B - - 29.1% 98.37 75.7%
TTD The trade desk 1.3% 22.7 B - - 87.0% 212.17 128.9%
OKTA Okta 1.0% 25.9 B - - 80.3% 125.84 65.3%
AYX Alteryx 1.0% 8.0 B - - 20.9% 103.38 17.0%
VEEV Veeva 0.9% 41.2 B 922.0% 59.2% 94.8% 133.02 106.0%
FSLY Fastly 0.8% 10.0 B - - 371.7% 23.90 296.1%
DOCU DocuSign 0.7% 39.5 B - - 190.4% 93.29 130.7%
TDOC Teladoc 0.7% 17.0 B 678.4% 50.7% 149.1% 61.73 237.9%
ZNGA Zynga 0.7% 9.7 B 256.8% 29.0% 48.0% 8.11 11.8%
DDOG Datadog 0.6% 25.2 B - - 119.6% 40.26 106.1%
AMZN Amazon 0.6% 1703.9 B 556.4% 45.7% 84.1% 1881.42 80.8%
TEAM Atlassian 0.6% 47.7 B - - 59.9% 130.79 47.1%
Other US shares 12.4% 40.8%
Mutual funds 3.0% 14.4%
Diversified Portfolio 31.2% 67.3%