My portfolio as of Q2 2020: 
$CHTR $IAC $MA $FB $CSU.TO $TDG $SYK $PVF.UN $MASI $HEI $PIF.TO $HOM.UN $CGNX $SRU.UN $LVMUY $AYX $GRT.UN $BLFS $GRIF $TYL 

Performance: for the quarter, +48%
YTD: +12.47%, Sharpe 0.58, Sortino 0.81
TTM: +24.59%, Sharpe 0.73, Sortino 1.03 https://t.co/P0Fi9JP3OG