BLFS - SHU Portfolio: Performance Update And Where We Would Add
Last Friday (February 22, 2019) was quite a useful day for our SHU portfolio, as a couple of our positions - The Trade Desk (TTD) and Roku (ROKU) - shot up 31% and 25%, respectively, after investor-pleasing quarterly results.
So now might be as good a moment as any to walk you through our portfolio performance, something which we meant to do at the start of the year but never got around to actually do.
Here is how the SHU portfolio is performing since its inception (September 29, 2017):
According