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Subject:  Carefree Cloud Overlaps for July Date:  7/1/2021  3:31 PM
Author:  fivesolas Number:  279 of 360

This is an ad hoc “opinion poll” based on current data showing the frequency that particular stocks appeared at least twice among five “software as a service” (SAAS) focused portfolios and screens from free public sources on the web that I consider reliable. Some sources provided weightings for their holdings and some did not. For EMCLOUD and ARKW I used all the stocks. For the oothers, I did not include positions if they reported holding less than 4% of a stock, presuming that indicated low confidence.

On all five - NET, SNOW
On four - CRWD, DDOG and ZS
On three - OKTA, TWLO, ZM

Sources for stocks I used here were:

EMCLOUD index of stocks with efficiency scores of 40 or greater
ARKW holdings, an actively managed fund, identified as the Next Generation Internet
softwarestockrecommendations, a site run by Peter Offringa who occasionally gets honorable mention on Saul’s board
From Saul’s board, I included Saul’s most recent reported holdings in the survey.
CMF_muji, often a “Top Recommended Fool”, whose profile is mostly SAAS holdings and seems current

There 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.
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