Here is a new update, we're now up 39.3% since we started (although that's probably understating things as you can see below that Finisar (FNSR) was taken as a 100% loss by the Yahoo portfolio software, which is of course ridiculous as:
But we haven't yet figured out how to registrate the closing of positions in the portfolio software (it seems one can only new lots so we added a sell lot for Finisar, with the result the software calculated it as a 100% loss, curious).
We will also have to close the ESIO position, as that company was also acquired (for $30 a share). The standout performers are Inseego (INSG) up 271% and The Trade Desk (TTD) up 259.6%. Both more than three-folded. Not bad!
JD.com (JD) has been a loser so far, as has the much more risky proposition of Nano Dimension (NNDM), which waited waaay too long with the financing, resulting in a disasterously diluting one.