A quick update on a few recent purchases in my portfolio. I used the recent correction in Nasdaq to add to my positions.
- First purchase: I added to my position in Amazon (AMZN) @ $3,175.00. I continue to put a big portion of my portfolio into FAMG names as I believe the big tech companies will keep growing and have tremendous potential with their global reach.
- I added to my position in MercadoLibre (MELI) @ $1,100.00. MELI gives me exposure to EM markets focused on Latin America as e-commerce and payments sees tremendous tailwinds. The company is well run and this looks like an attractive position to add.
- I added to my position in Constellation Software (CSU.TO) @ 1,480.00. My largest position by far. I have gone overweight on this name as the current weakness took the stock price <$1500. CSU makes approx 10% of my overall portfolio.
Full Disclosure: Full list of holdings is available here.
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