No. of Recommendations: 5
I wrote an article on Saul's board about valuing SaaS type stocks, most of which have returned an average of 60% in the past year, and several of which, like Twilio, TTD, Alteryx and Zscaler, have doubled and tripled.

I don't rebalance every month any more, that's too much friction and not tax-efficient. I only sell if a company disappoints on its earnings, and my average holding period for a stock has lengthened to about 14 months now. It's much better when I pay taxes on long term capital gains than short term ones.

Make it easy on yourself. Split your money between XSW and CLOU. Between the two, they hold many of the Saul stocks (Shopify, Zscaler, Twilio, etc.)

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