Q2 portfolio update: 6.2% gain. Now fully invested and even slightly leveraged due to a short term mean rev trade. Slowly catching up to $SPX but still some way to go until new ATHs

Current holdings:

$ABC
$ADDT.ST
$ATVI
$CDNS
$CHR.CO
$EBAY
$FTNT
$GMAB.CO
$NEM
$STG.CO
$TTWO
$WMT https://t.co/BsaccrY5ZC