No. of Recommendations: 14
One of my screens picked NVDA about a year ago.
I bought NVDA based on Mungo's ROE_Cash screen almost 4 years ago - 44 months ago to be exact. Total return to date has been 720% (78% CAGR). I've sold small portions twice, not to rebalance, I don't do that any more. But I've needed cash occasionally for RMD withdrawals or to buy new positions. So I sold some of my largest (by far) position. My normal stock position is about 2.5% of the portfolio because I hold 42 stocks. NVDA has grown to about 8%.
If you look at the screen, most of the other usual suspects are there too: GOOG, MSFT, META, AMZN.
Elan
