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Portfolio

Ticker Company Holding Last Price
FSLY Fastly Inc. 85
NET Cloudflare Inc. 100
ZS Zscaler Inc. 35
SPT Sprout Social Inc. 90
CRWD CrowdStrike Holdings Inc. 30
HUBS HubSpot Inc. 10
TWLO Twilio Inc. 10
MDB MongoDB Inc. 10
FIVN Five9 Inc. 18
DDOG Datadog Inc. 30
ESTC Elastic N.V. 18
NOW ServiceNow Inc. 5
PD PagerDuty Inc. 50
COR CoreSite Realty Corporation 10
NCNO Ncino Inc. 12
SVMK SVMK Inc. 35

IEX Cloud, prices updated live during market hours

Overview

This portfolio aimed to get significant exposure to the excessive growth of cloud computing, SAAS, IAAS, and PAAS has seen over the past two years and to exploit the vast potential for growth over the coming five years. I aim to include only the stocks that I see as having the highest potential for exponential gains over the coming half a decade.

The portfolio’s initial goal was to grow its value of $20,000 (Feb 2019) to $100,000 over seven years (CAGR – 25.85%). However, given COVID 19 and the explosion in adopting the cloud, the new target is $150,000 by 2025 (CAGR – 33.35%).

Explore the portfolio

Note: All financial data is provided by custom plugins, for info or a demo please contact: [email protected]

Featured Posts

Lyft – Equity Research (Full Report)

January 6th, 2021|

Lyft has seen a substantial recovery from March lows; the stock is up 225% from March 16th and 11% since January 1st 2020. Fundamentals have continued to improve; however, [...]

Adobe – Equity Research (Full Report)

December 21st, 2020|

Adobe (ADBE) has been a dominant force in media creation since it was founded in 1982 and released postscript the first international standard for computer printing and sparking the [...]

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Adobe: Continued Strong Revenue into 2021

November 19th, 2020|

Adobe (ADBE) has been a dominant force in media creation since it was founded in 1982 and released postscript the first international standard for computer printing and sparking the [...]

Oracle: Low Revenue Growth And Excessive Buybacks…

July 14th, 2020|

Oracle (ORCL) saw a rise to fame in the 90's offering its world-class database management system Oracle RDBMS. However, since the dot-com bubble, Oracle has seen ever-increasing competition, a [...]

Featured Posts

Lyft – Equity Research (Full Report)

January 6th, 2021|

Lyft has seen a substantial recovery from March lows; the stock is up 225% from March 16th and 11% since January 1st 2020. Fundamentals have continued to improve; however, [...]

Adobe – Equity Research (Full Report)

December 21st, 2020|

Adobe (ADBE) has been a dominant force in media creation since it was founded in 1982 and released postscript the first international standard for computer printing and sparking the [...]

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About Me

With a degree in banking and finance, 5 years investing experience and, a love for numbers, deep diving into company financials, operations and performance has become a daily routine writing articles for this website, seekingalpha.com and others.

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ExclCSO provides up to 11 years of shares outstanding data for every company listed in the U.S filing reports to the SEC. All data is collected from the SEC’s EDGAR company filing database.

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