Monthly check in on the Covid-19 Folio. The previous updated was on July 7.
Gains are holding steady despite recent market volatility. Fastly gave up its top spot to Livongo after a 25%+ drop from recent highs.
- Performance since 3/19/2020 buy: +147%
- Two positions above 400%, Four positions over 200%, twelve positions above 100%
- Top three positions: LVGO, FSLY, TSLA
- ROKU moved up 3 spots to #17
- PINS slipped 4 spots to move to #15
- RUBI got dropped from my list (delisted? Will find out)
The party continues. Volatility expected as we approach September/October and the elections. For now we stay long.