This is an ad hoc “opinion poll” based on current data showing the frequency that particular stocks appeared multiple times among several “software as a service” (SAAS) focused portfolios and screens from free public sources on the web that I consider current and reliable. The tier rankings do not factor in weightings of the portfolio holdings. ASlso I only show those with the most frequent overlaps.Tied for top tierNET, SNOWTied for tier 2CRWD, DDOG, TWLO, ZSTied for tier 3DOCU, SE, SHOP, SQ, ZMSources for stocks I used here were:EMCLOUD index of stocks with efficiency scores of 40 or greater(https://www.bvp.com/bvp-nasdaq-emerging-cloud-index)ARKW holdings, one of Cathie Wood's actively managed funds, identified as the Next Generation InternetFrom Saul’s board, Saul’s most recent reported holdingssoftwarestockrecommendations, a site run by Peter Offringa who occasionally gets honorable mention on Saul’s boardCMF_muji, often a “Top Recommended Fool”, whose profile is mostly SAAS holdingshttps://www.publiccomps.com, a site run by Jon Ma with fee-based analytical data for SAAS companiesThere are other reliable sources that post their monthly holdings and results on Saul’s board. If you want to explore this further, the Excel overlap worksheets from HankDfrmSD’s overlap posts on the Mechanical Investing board would be helpful. You can just repopulate the worksheets with additional portfolio data.
Ten more people in addition to Saul have posted their returns and holdings on Saul's board. So I decided to include them in the data pool of my original post. Most showed the percent of their holdings of a particular stock. I arbitrarily excluded from the data any holdingd less than five per cent. Tier 1 (the most frequently held stock)DDOGTier 2CRWDTier 3SNOWTier 4 (tied)NET, UPSTTier 5DOCUTier 6ROKUTier 7 (tied)SE ZS Tier 8 (tied)SHOP TWLOThere were a number of additional stocks with a few overlaps.
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |