As mentioned before, we're going to keep 2017 as boring as possible, and keep hammering away at limited number of winning investments. For this month, that means adding to existing holdings NVIDIA (NVDA) and Tesla Motors (TSLA); but also, a new (hopefully winning) investment: ULTA Salon, Cosmetics & Fragrance (ULTA).
ULTA has everything I am looking for: outstanding revenue (24%) and profit (23%) growth; zero debt; positive cash flows; and most importantly, an established history of outperforming the market across several time horizons.
Here's my current portfolio (buy and hold). As always, I believe in all of these stocks - until I sell them.
Apple (AAPL) 12.08%
Tesla Motors (TSLA) 10.84%
3D Systems (DDD) 10.13%
Amazon (AMZN) 9.12%
Alphabet (GOOGL) 8.74%
Facebook (FB) 5.48%
Twitter (TWTR) 4.90%
Stratasys (SSYS) 3.86%
Intuitive Surgical (ISRG) 3.50%
Under Armour (UAA) 3.30%
Nike (NKE) 3.09%
Starbucks (SBUX) 2.71%
Chubb Limited (CB) 2.47%
Adobe Systems (ADBE) 2.29%
Salesforce.com (CRM) 2.28%
Microsoft (MSFT) 2.26%
NVIDIA (NVDA) 1.97%
Costco Wholesale (COST) 1.85%
BlackRock (BLK) 1.34%
UnitedHealth Group (UNH) 1.21%
Intel (INTC) 1.16%
Autodesk (ADSK) 1.06%
ExOne (XONE) 0.86%
American Water Works (AWK) 0.81%
Waste Management (WM) 0.70%
Aqua America (WTR) 0.69%
Canadian National Railway (CNI) 0.67%
ULTA Salon, Cosmetics & Fragrance (ULTA) 0.58%
