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AHEAD OF THE HERD โข | See our full portfolio and all live entries/exits at
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August 2020
972 ํ๋ก์ ์ค 400.2K ํฌ
Should have upsized all of these the day I posted this ๐
My software basket $MITK $TENB $AMPL $FIVN $DT has been shelter from the storm over the past month, while my AI holdings have unwound significantly. Unfortunately, not in sufficient size to completely offset the drawdown in the other names, but they have helped materially.
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