On the first of August, I was challenged to put together a portfolio that would beat QQQ/NASDAQ 100. Here is the portfolio, and how it has performed since 8/1/2023.
Company Adjusted Total Return
HF SINCLAIR CORPORATION (XNYS:DINO) 10.56%
GRACO INC (XNYS:GGG) -8.34%
HEICO CORPORATION (XNYS:HEI) -7.67%
NEUROCRINE BIOSCIENCES, INC. (XNAS:NBIX) 10.06%
PALO ALTO NETWORKS, INC. (XNAS:PANW) -6.66%
RELIANCE STEEL & ALUMINUM CO. (XNYS:RS) -10.12%
TEXAS PACIFIC LAND CORPORATION (XNYS:TPL) 24.59%
TRADEWEB MARKETS INC. (XNAS:TW) -1.24%
UNITED THERAPEUTICS CORPORATION (XNAS:UTHR) -6.02%
VEEVA SYSTEMS INC. (XNYS:VEEV) 0.66%
WATSCO, INC. (XNYS:WSO) 1.70%
ZOOM VIDEO COMMUNICATIONS, INC. (XNAS:ZM) -3.66%
Average 0.32%
Invesco QQQ Trust 1 (XNAS:QQQ) -6.27%
I would say that it is doing rather well.
Good luck this month. Go make some money.
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