🚨 UPDATE of my concentrated CORE portfolio. What does it look like today?

$GOOG $FICO $AMZN $MSFT $V $META $ASML $UBER $NVDA $NFLX $SOFI $SPGI

✅ I hope the prices of these stocks stagnate or drop to even lower values. I DON'T want the price to rise. I DON'T want to have profit now.

✅ The longer the valuation stays low, the more time I get to build my position and thus better capital returns in the future..