End 2020 Portfolio Update:
Performance Me/S&P
YTD: 121.23/16.24%
All Time: 208.19/34.08%

Top 10 (46.5%)
1 $SHOP 6.3%
2 $ZM 5.6%
3 $ETSY 5.6%
4 $TTD 5.6%
5 $TWLO 4.7%
6 $TDOC 4.4%
7 $TGT 4.3%
8 $SQ 4.3%
9 $WORK 2.9%
10 $OKTA 2.8%

Cash: 4.35%
All Holdings: bit.ly/3fRx9JT
Q4 Transactions:
#SkinInTheGame Update
Total Positions: 62
All holdings and position size in the picture

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