Quality Growth Portfolio Valuation part 3 🏰

Valuing the portfolio to make better decisions 🧠

Hi partner! 👋🏻

In this series, I’m valuing the portfolio holdings to make better decisions moving forward.

There will likely be a reallocation of funds from the lowest expected CAGR investments to the highest in the near future. Stay tuned!

Mastercard (3.9% of portfolio)

Mastercard is a global technology company in the finance industry.

Mastercard provi…