End of April 2020 top holdings: 
$AMZN: 23%
$V: 9%
$NVDA: 8%
$GOOGL: 7%
$RACE: 6%
Cash at around 10%.

Performance:
YTD +1.6% vs $SPX -12%
1yr +11% vs $SPX -4%

What does you portfolio look like and how much cash are you sitting on currently?

#investments #JSE #globalmarkets