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The stock portfolio performance has remained relatively flattish in the wake of the collapse described in the previous portfolio update, and remains substantially down YTD.
I have further diversified the portfolio with a few more well known best-of-breed tech stocks. I also bought a non-tech growth stock.
I (partly) took profits for the first time in a major holding. My thesis is to obtain a 100-bagger through two 10-baggers.