Is the Portfolio overvalued?

3 thoughts on the portfolio 🧠

Hi Partner! 👋🏻

In this article, I will share some thoughts on the current quality growth portfolio and discuss a few ideas and thoughts.

Sharing my thought process can I) be helpful for other investors, and II) help make better decisions moving forward.

The current portfolio holdings:

3 things I’m currently pondering

1. Is the portfolio “expensive”?

The F…