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No. of Recommendations: 20
Now that June has ended, here are the year-to-date results for the Tech Growers (top 5) screen, in comparison with my personal portfolio and Saul's portfolio. These are actual results, no typos here. I'm also reporting my personal annual returns since 2015.

Portfolio YTD Return
Tech Growers +90.2%
rdutt +75.4%
Saul +115.9%

Note that Tech Growers is a monthly rebalanced MI screen. My own holdings often match those on that screen, but I manage my portfolio as a modified buy and hold with quarterly reviews. I currently hold 13 stocks: AMZN, SHOP, MDB, OKTA, AYX, CRWD, ZM, DDOG, FSLY, TTD, COUP, LVGO, and ENPH.

I don't do any market timing, but I do occasionally trim my holdings to maintain a 20% to 25% cash position. Below are my annual returns since 2015. I've tried to be as transparent as possible with my monthly updates to this board in the early years, but have not updated here much since 2018, since I switched to Saul's investing style.

Year My return What I Did
2015 7.2% MI Screens - https://boards.fool.com/personal-and-migg-portfolio-ytd-3204...
2016 16.1% MI Screens - https://boards.fool.com/personal-2016-total-return-32536922....
2017 20.8% MI Screens - https://boards.fool.com/mi-screens-vs-sector-etfs-dec-2017-3...
2018 15.3% Switched to a hybrid of Saul's picks, QQQ and MI - https://boards.fool.com/what-worked-in-2018-34097240.aspx
2019 34.2% All in on Saul's picks
2020 75.4% Continued with Saul's picks, but did not concentrate to his level
=============================
CAGR 29.1% (over past 5.5 years)


Reasons I switched to SaaS/growth investing from MI/value investing in 2018:
1. QQQ was up 33% in 2017, vs I was only up 21%. It was obvious that the tech giants like FB, AMZN, GOOG, AAPL and NFLX were creaming the market. Decided I was taking too much risk with not enough returns staying in MI small caps.
2. Found Saul's board and was familiar with all the companies he picked. I work in Enterprise Software, and names like Twilio, MongoDB, New Relic and ElasticSearch were all products we used or our customers used, and we knew they were growing like crazy. Peter Lynch, the legendary manager of Fidelity Magellan, advised to invest in companies you know. It was truly a Peter Lynch moment for me.
3. My taxable account had grown too big, and it was no longer tax-efficient for me to buy and sell monthly. I wanted an approach where I could hold stocks for longer than a year.

My long association with this board, the talent here and on Saul's board, had enabled me to become financially independent seven years ahead of what I had projected, and I am eternally grateful for that. But don't do what I do unless you are willing to put up with 25%+ drawdowns that happen on an annual basis. I think I may be wired psychologically differently from most people. Success at investing has nothing to do with having a high IQ.
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