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No. of Recommendations: 33
In my previous postings, I reported on my large amount of trading. For example, I had made 567 trades in 2018 and 213 trades YTD through March. One of my goals I mentioned was to significantly reduce the number of trades I make. In April I only made 19 trades (so far). Still a lot but I’m getting there. Note all trades are in regular and Roth IRAs. Given the number of trades I was making, a few of you sent me a message recommending I negotiate a reduced rate or obtain free trades with my broker.

I did follow up on that advice and talked to Fidelity. The best they would give me (I’m not a good negotiator) was 100 free trades. I’ll ask them again in a year. I know some of you have obtained much better deals. This board has made me a lot of money and now more so through this advice. I’m going to shoot for a limit of around 10 trades in May; we’ll see.

The reduced number of trades probably helped me obtain a YTD return of 40.34%; the closest I’ve come to meeting Saul’s return. Of course, this is due to following his recommendations, those of Bert’s, Tinker, Dreamer, and others I’ve mentioned and appreciated in the past.

I was a Motley Fool Pro subscriber when they disbanded unexpectedly and because they discontinued that subscription they gave us access to many, if not all, their other newsletters for the period we had signed up with 'Pro' for.
Through those newsletter recommendations, I’ve received a lot of recs for most of the stocks we are in giving me further confidence in each. There are two exceptions as far as I can tell (i.e. I haven’t seen a rec for two of those I'm still in listed below). To respect their concern, I won’t mention which ones have the most recs (that I have seen anyway) and which ones I have not seen recs on.
I will say that ‘Pro’ got me into PAYC sometime in 2017. Unbeknownst to me, it was the beginning of my cloud subscription experience and PAYC has treated me well since.
This month, my trades focused on selling my GH stake (over time) at a loss and ESTC at break even. Also, I added to my ZS holdings multiple times. I ‘took profits’ on 1/5th of my TTD shares to buy some ZS. After all that, my current allocations are:

Twilio 19.88%
The Trade Desk 13.47%
Alteryx 16.74%
Zscaler 15.82%
Okta 11.74%
MongoDB 6.79%
Paycom 4.75%
Square 2.48%
SMAR 2.04%
Elastic 0.00%
GH 0.00%
CASH 6.29%


I’m not sure if my postings add much value except maybe to add additional circumstantial evidence that Saul’s system (which includes so many board contributors) works. I’ve been retired for awhile now and used to watch my budget closely. I still watch it but much more loosely. I buy whatever I want to buy (without going too crazy) and am attempting to pay for 3 grandchildren’s (ages 5 month’s to 11 years old) college accounts through contributions to 529 plans that I’ve created for each.

I have all of you to thank for this and I sincerely do.
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