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SHU portfolio holdings
#1

We're failing to report here, sorry.

So what did we buy the last couple of months:

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#2

Above you might have gathered that we bought:

  • 200TDD at $54.97 on Mar 1 2018

These things are now zooming up 28% after a stellar quarter..

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#3

How are we doing after the TDD bonanza today?

See here for the entire SHU portfolio performance through May 11 2018

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#4

Forgot to mention, we bought 100 shares ROKU at $37.77 on June 1 2018

We wrote the article here

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#5

We just bought 4000 shares in Nano Dimension (NNDM) at $2.70. Should have done that sooner, as it happened. For instance in the wake of our article on the company.

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#6

We bought another 2500 shares of Nano Dimension (NNMD) at $2.40. While volatile, we see this company as an exceptional longer-term opportunity.

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#7

Very good day for the portfolio with Inseego (INSG) and Roku (ROKU) up double digits on good figures.

  • We wrote an article about Inseego which you can find here.
  • We bought 5000 INSG at $1.52 on October 5 last year and that's almost a dollar higher now.
  • We bought 100 ROKU only on June 1 for $37.77, and that's already nearly $20 higher.
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#8

And another one explodes..

  • We bought 200 shares of The Trade Tesk (TTD) on March 1 of this year (2018) for $54.99
  • After another stellar earnings report this morning, these shares have now more than doubled already and are trading at $125+ at the moment of writing.
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#9

How are we doing? Up a solid 25% with two doubles and one nearly double. Not bad..



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#10
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