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Portfolio at August end - $FSLY $LVGO $SE $CRWD $ROKU $SQ $ZM $DOCU $SHOP $RDFN $DDOG $ADYEY $ETSY $TWLO $AYX $OKTA $NTDOY $BLFS $NVTA $SMLR
Major changes this month - trimmed 30% of $AYX. Invested proceeds in $SE and new position in $NTDOY. Added a little to $ADYEN $SQ $RDFN & $FSLY too - just topping up positions.
$FSLY makes up 15% of my portfolio, $ZM 7% (higher in the morning) and $OKTA 2% - to give an idea of distribution.
Very happy with where the portfolio sits today. High conviction in all my names and feel capital is allocated nicely based on where I think we& #39;ll see most growth over 10+ years.
No changes planned aside from small monthly adds. In September this will be to $SE $ETSY $RDFN & $FSLY. Will update my portfolio next time I chop something or add significantly beyond monthly contributions.
I& #39;d still be sat in a Vanguard index fund (worse places to be!) if it wasn& #39;t for the sharp minds & generous tweeting of folks like @7AustinL @saxena_puru @cperruna @JonahLupton @PatternProfits @TheMarkCooke @SamSharplesMT @RichardMoglen @richard_chu97 @MadMraket. Thanks y& #39;all 
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Important detail I missed. I save for retirement with a 10-20 year time horizon. A chunk of my portfolio is money invested by not being able to get married this year.
The plan being to liquidate those holdings as/when we can execute those wedding plans. Everything else I hold I only plan on selling if the company performance deteriorates or I’ve retired https://abs.twimg.com/emoji/v2/... draggable="false" alt="👴🏼" title="Älterer Mann (mittelheller Hautton)" aria-label="Emoji: Älterer Mann (mittelheller Hautton)">
