Author presents a long-term, tech-heavy value portfolio with stated moats and stable business models, planning minimal changes over ~5 years.
GOOGL — LONG Author holds Alphabet Class A at 19.9% of the portfolio, the largest position, citing sustainable competitive advantages and a large moat. The position is intended to be held with minimal changes over the next ~5 years. Main stated risk is the portfolio's overall US and tech concentration.
Alphabet Class A: 19.9% (Performance: +10.91%)
META — LONG Author holds Meta at 12.9% of the portfolio, citing sustainable competitive advantages and a large moat. The position is intended to be held with minimal changes over the next ~5 years. Main stated risk is the portfolio's overall US and tech concentration.
Meta: 12.9% (Performance: -3.76%)
AMD — LONG Author holds AMD at 8.3% of the portfolio, citing sustainable competitive advantages and a large moat. The position is intended to be held with minimal changes over the next ~5 years. Main stated risk is the portfolio's overall US and tech concentration.
AMD: 8.3% (Performance: +46.55%)
AMZN — LONG Author holds Amazon at 8.3% of the portfolio, citing sustainable competitive advantages and a large moat. The position is intended to be held with minimal changes over the next ~5 years. Main stated risk is the portfolio's overall US and tech concentration.
Amazon: 8.3% (Performance: +2.72%)
NVO — LONG Author holds Novo Nordisk at 6.6% of the portfolio, citing sustainable competitive advantages and a large moat. The position is intended to be held with minimal changes over the next ~5 years. Main stated risk is the portfolio's overall US and tech concentration.
Novo Nordisk: 6.6% (Performance: -10.20%)
UNH — LONG Author holds UnitedHealth at 6.5% of the portfolio, citing sustainable competitive advantages and a large moat. The position is intended to be held with minimal changes over the next ~5 years. Main stated risk is the portfolio's overall US and tech concentration.
UnitedHealth: 6.5% (Performance: +8.56%)
MELI — LONG Author holds MercadoLibre at 6.1% of the portfolio, citing sustainable competitive advantages and a large moat. The position is intended to be held with minimal changes over the next ~5 years. Main stated risk is the portfolio's overall US and tech concentration.
MercadoLibre: 6.1% (Performance: +6.21%)
NFLX — LONG Author holds Netflix at 5.9% of the portfolio, citing sustainable competitive advantages and a large moat. The position is intended to be held with minimal changes over the next ~5 years. Main stated risk is the portfolio's overall US and tech concentration.
Netflix: 5.9% (Performance: -9.71%)
MA — LONG Author holds Mastercard at 5.1% of the portfolio, citing sustainable competitive advantages and a large moat. The position is intended to be held with minimal changes over the next ~5 years. Main stated risk is the portfolio's overall US and tech concentration.
Mastercard: 5.1% (Performance: -2.82%)
V — LONG Author holds Visa at 4.8% of the portfolio, citing sustainable competitive advantages and a large moat. The position is intended to be held with minimal changes over the next ~5 years. Main stated risk is the portfolio's overall US and tech concentration.
Visa: 4.8% (Performance: -6.41%)
ADBE — LONG Author holds Adobe at 4.6% of the portfolio, citing sustainable competitive advantages and a large moat. The position is intended to be held with minimal changes over the next ~5 years. Main stated risk is the portfolio's overall US and tech concentration.
Adobe: 4.6% (Performance: -19.15%)
Unpriced research observations (excluded from Calls and Returns):
DTE.DE — LONG Author holds Deutsche Telekom at 5.9% of the portfolio, citing sustainable competitive advantages and a large moat. The position is intended to be held with minimal changes over the next ~5 years. Main stated risk is the portfolio's overall US and tech concentration. resolved_entity_name_mismatch
Deutsche Telekom: 5.9% (Performance: -9.54%)