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Hello MoneySlob,

When i converted my portfolio, The Captain's ARK website did not exist. I basically followed captain's portfolio, and captain's portfolio was based on 6 months performance.

Captain had his portfolio inauguration in this post

So i followed through and bought all except ENPH and ROKU. For digital advertising player i decided to stay with my TTD and MGNI and for Solar i stayed with SPWR only.

Later on both Captain and i dropped PSNL and i bought SI and i believe Captain bought XONE.

Again in another portfolio i dropped FSLY and MJ and bought VUZI and XONE and a tiny percentage of MVIS just so i can keep an eye

My portfolio is overextended for sure but this way i benefit of SAAS and best of ARK.

Hope my answer was not too confusing,

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