MY Investing List

Hello everyone! Today i want to share some trading ideas with you!

These are 5 positions in my portfolio that I’d like to increase:

$PROCEPT BioRobotics(PRCT)$ : a fast-growing robotic surgery company almost forgotten by the market, very undervalued.

$PayPal(PYPL)$ : the business is accelerating and the valuation keeps compressing: low risk, high reward.

$Meta Platforms, Inc.(META)$ : I think Mark is doing the right thing with AI spending, the market as usual is focused on the short term: good time to take advantage.

$PDD Holdings Inc(PDD)$ : extremely cheap, extremely high quality business generating $15B+ FCF, there are some risks but returns could be very high.

$WIZZ AIR(WIZZ.UK)$ : the riskiest but potentially most explosive investment.

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𝙋𝙊𝙍𝙏𝙁𝙊𝙇𝙄𝙊 𝙐𝙋𝘿𝘼𝙏𝙀

Natan YTD: +1.3%

S&P500 YTD: +0.2%

TOTAL RETURNS (Jan 2022)

Natan's portfolio: +126.1%

*Benchmark: +43.0%

S&P500: +52.3%

MY POSITIONS:

16.9% | $PDD Holdings Inc(PDD)$

16.8% | $TransMedics Group, Inc.(TMDX)$

9.2% | $Robinhood(HOOD)$

9.0% | $Alibaba(BABA)$

8.8% | $Regeneron Pharmaceuticals(REGN)$

7.9% | $PROCEPT BioRobotics(PRCT)$

7.6% | $PayPal(PYPL)$

6.8% | $Meta Platforms, Inc.(META)$

5.1% | $WIZZ AIR(WIZZ.UK)$

4.2% | $Moderna, Inc.(MRNA)$

4.1% | $B2Gold(BTG)$

2.4% | $Edwards Lifesciences(EW)$

1.2% | $CRISPR Therapeutics AG(CRSP)$

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

MY Investing List

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