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Unicorn Portfolio Update 2

April 21, 2024
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Wiko Steyn
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Wiko Steyn

#5 of 20 stocks added to the Unicorn Portfolio. $APPS $PUBM

Our current positions are down a bit from where we initiated the first 3 stock buys. This drop is not necessarily company-related, but rather macro headwinds. As long as the thesis holds for these companies we will stay invested. We would like to remind our readers that this is a high risk, high reward portfolio and a lot of volatility is to be expected. 

For those readers interested in Palantir, we recommend having a look at this video:

https://www.youtube.com/watch?v=SMZNv7bveto&t=310s

 

Beam Therapeutics released new preclinical data. We will cover this in our deep dive into Beam and the CRISPR revolution.


New Positions 

FU Investments has initiated two more starter positions in our Unicorn Portfolio. We are adding our favourite stocks in the Adtech space, PubMatic and Digital Turbine. These are two smaller companies with Market Caps below $5B. They are already profitable and have long growth runways.  

Portfolio Updates Summary

  • Buy $250 PUBM at $22.70
  • Buy $250 APPS at $31.19


Disclosure

This is not financial advice and only the opinions of the author. The $10K is not real money and only a demonstration of a typical portfolio. 


 


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