COVID-19 Comeback Folio Update – June 25, 2020

As we get ready for quarter end close, window dressing etc, we should see some volatility as we get into July. That said – figured I’d share an update.

The folio is still crackin away – now up 113% and no signs of slow down yet.

Fastly has turned to absolute monster – at 432% gains. Yep – this one become a four-bagger in roughly one quarter.

Other top names:

  1. LVGO – 240.55%
  2. ETSY – 181.18%
  3. DDOG – 176.80%
  4. SHOP – 172.82%

I’m still waiting for other quality names like ROKU to move up this list. Time will tell.