My returns pale in comparison to what some pure SaaS portfolios are seeing. That's ok! If this continues, I will not be working until the age of 60.

Top 10:

$AMZN $CSCO $PS $ZS $HUBS $NTES $NTNX $NVDA $TWTR $AYX $BIDU

Performance:

+ 19.8%% YTD vs +12.1% Nasdaq 100 https://t.co/ZXsPXDXsE9