📊 Long Term Holdings View Report

The Long-Term portfolio is designed for long-term wealth building, holding only strong, high-conviction companies. We take advantage of market corrections to add to positions, ensuring steady growth with minimal active trading.
Open
20
Trades
Buys
Sells
PnL
Win Rate
Avg Win
YTD
2.10%
WTD
0.00%
MTD
0.00%
1 Year
10.14%
Max
362.92%
Sectors
Industries
Holdings
Performance
Portfolio
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Portfolio Holdings
Date
Ticker
Company
Industry
Weight
Entry
Current
Trim #1
Trim #2
Trim #3
Open % PnL
Daily % PnL
SL
2023-10-04
META
Meta Platforms, Inc.
Internet Content & Information
3.95%
$305
$652.96
114.09%
0%
2025-03-31
NET
Cloudflare, Inc.
Software - Infrastructure
2.06%
$111.90
$204.32
82.59%
0%
2019-06-26
BTC-USD
Bitcoin USD
19.47%
$8120
$91491.73
1026.75%
0%
2020-08-20
V
Visa Inc.
Credit Services
2.01%
$198
$355.52
79.56%
0%
2023-01-24
COST
Costco Wholesale Corporation
Discount Stores
3.07%
$492
$890.05
80.91%
0%
2024-04-18
HOOD
Robinhood Markets, Inc.
Capital Markets
2.71%
$17.18
$118.84
20% @ $42 (Dec 10)
30% @ $74.91 (Jun 5)
20% @ $81.72 (Jun 24)
591.73%
0%
2025-03-25
CRDO
Credo Technology Group Holding
Semiconductors
2.12%
$48.70
$138.84
33% @ $116.82 (Jul 31)
27% @ $147.51 (Oct 6)
185.09%
0%
2025-02-20
IBIT
iShares Bitcoin Trust ETF
Digital Assets
3.15%
$52.62
$51.88
-1.42%
0%
2023-03-14
AMZN
Amazon.com, Inc.
Internet Retail
7.65%
$45
$244.70
443.78%
0%
2024-05-08
UBER
Uber Technologies, Inc.
Software - Application
2.90%
$63.20
$87.66
30% @ $91.47 (Nov 17)
38.70%
0%
2020-07-20
AAPL
Apple Inc.
Consumer Electronics
4.13%
$96
$262.33
173.26%
0%
2021-01-26
MSFT
Microsoft Corporation
Software - Infrastructure
4.73%
$161
$488.74
203.57%
0%
2025-04-02
ZS
Zscaler, Inc.
Software - Infrastructure
1.95%
$206.30
$228.87
10.94%
0%
2024-08-05
NVDA
NVIDIA Corporation
Semiconductors
4.11%
$100.90
$190.11
50% @ $95 (Apr 4)
88.41%
0%
2023-05-26
TSLA
Tesla, Inc.
Auto Manufacturers
6.80%
$204.63
$437.18
30% @ $383 (Dec 6)
20% @ $334.60 (May 13)
113.64%
0%
2023-05-02
GOOGL
Alphabet Inc.
Internet Content & Information
8.11%
$107
$321.22
200.21%
0%
2020-04-22
MA
Mastercard Incorporated
Credit Services
3.95%
$255
$582.98
128.62%
0%
2023-05-18
CRWD
CrowdStrike Holdings, Inc.
Software - Infrastructure
2.50%
$140
$485.37
246.70%
0%
2024-01-23
COIN
Coinbase Global, Inc.
Financial Data & Stock Exchanges
2.41%
$148.76
$246.82
40% @ $171.20 (Dec 15)
20% @ $261.69 (May 14)
10% @ $404.40 (Jul 16)
65.92%
0%
2023-10-31
SMH
VanEck Semiconductor ETF
Technology
1.54%
$138.50
$385.76
50% @ $192.30 (Feb 6)
178.53%
0%
CASH
Cash
10.68%