Given #COVID19, a #SkinInTheGame update for  @themotleyfool writing

YTD: 7% vs Market's (12%)
Jan 2019: 49% vs Mkt 13%
Jan 2018: 59% vs Mkt 6%

Top 10:

1) $SHOP 12% 
2) $AMZN 12%
3) Cash 12%
4) $GOOG/L 8%
5) $AAXN 7%
6) $MELI 7%
7) $VEEV 6%
8) $OKTA 5%
9) $MDB 5%
10) $FB 3%