Long term, 80% dividend, 20%growth
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
AMZNAmazon | — | ▲11.38% | 37 | Close | Oct 29, 2026 | |
BKNGBooking Holdings | 0.79% | â–²5.34% | 6 | Buy | Oct 29, 2026 | |
GOOGLAlphabet Class A | 1.32% | â–²12.06% | 48 | Buy | Oct 29, 2026 | |
CRDOCredo Technology Group Holding Ltd | — | ▲9.15% | 14 | Close | Oct 29, 2026 | |
MSFTMicrosoft | 3.17% | â–²15.92% | 60 | Buy | Oct 28, 2026 | |
UBERUber Technologies | 1.62% | â–¼9.91% | 13 | Buy | Oct 28, 2026 | |
NBISNebius Group | 1.22% | â–²25.47% | 45 | Buy | Oct 28, 2026 | |
VRTVertiv Holdings | — | ▲16.03% | 11 | Close | Oct 28, 2026 | |
NUNu Holdings | 1.81% | â–¼15.70% | 12 | Buy | Oct 26, 2026 | |
MELIMercadolibre | 1.73% | â–¼9.59% | 5 | Buy | Oct 26, 2026 | |
PGProcter & Gamble | 2.45% | â–²12.80% | 49 | Buy | Oct 23, 2026 | |
AVGOBroadcom | 0.59% | â–²8.73% | 28 | Buy | Oct 22, 2026 | |
MCDMcDonald's | 4.51% | â–²5.11% | 40 | Buy | Oct 22, 2026 | |
INTUIntuit | — | ▲8.33% | 15 | Close | Oct 22, 2026 | |
ETNEaton | 0.73% | â–²3.98% | 11 | Buy | Oct 22, 2026 | |
IBKRInteractive Brokers | 0.76% | â–¼8.21% | 2 | Buy | Oct 22, 2026 | |
NOWServiceNow | 0.8% | â–¼8.31% | 11 | Buy | Oct 21, 2026 | |
ISRGIntuitive Surgical | — | ▲9.00% | 4 | Close | Oct 21, 2026 | |
CRHCRH plc | 1.43% | â–²8.13% | 16 | Buy | Oct 20, 2026 | |
ACNAccenture | 2.75% | â–²24.28% | 43 | Buy | Oct 19, 2026 |