Top 5 Holdings: Valuation 🏰

Valuing the top 5 holdings in the Quality Growth Portfolio

Hi partner! 👋

In this article, I’ll share with you my current valuation model for my top 5 positions.

Top 5 positions (55.7% of total portfolio):

• Amazon AMZN 0.00%↑

• Evolution AB $EVVTY

• Alphabet GOOGL 0.00%↑

• Constellation Software $CSU.TO

• Mercadolibre MELI 0.00%↑

Amazon AMZN 0.00%↑ (Strong Buy) 📦

Amazon is turning into a free cash flow-generating machine. The most recent quarter was a bit softer…