2020: Up 52.2 YTD. Q2 Up 70.4%. Crazy year. Crazy quarter. Crazy that I only have 3.7% in cash. Represents 19% of my total investments. The rest in 401K with 70/30 stock/bond split. $SHOP $TTD $MSFT $AMZN $TWLO $AYX $DXCM $COUP $ADBE $TNDM $SQ $LULU $RNG $ZM $FSLY $VRTX $ETSY... https://t.co/6wcwVPXEk2