PHE and PHT

2BToo

Thanks. Looks like both Dingg and Adam were both right; my portfolio was down, but that was because the PHT gain was more than cancelled out by a drop in PHE.

A post-election rally into Christmas would be lovely!

2BToo

@Adam-Kay

@Adam-Kay said in PHE and PHT:

Hi LP,

Guys,

Presuming this is OK with Adam/Nik/Cobens, would it be OK to have a thread where the up-to-date holdings of PHE and PHT are listed?

I've found this list from Adam but it's nigh on a year old and I know that things have changed since then.

A nice chap called Peter (peter.*******@gmail.com) did a clever Google Doc showing the listings in each portfolio with a simple performance tracker, but that is now out-of-date (it doesn't show Oracle, which I understand is a new part of PHT).

Thanks.

Adam Kay

Hi O,

Out:
PYPL/PANW/TWLO

IN:
MU/ORCL/AVGO

2BToo

Thanks. So the list now is as follows:

GOOG
META
MSFT
VRTX
AAPL
ORCL
KLAC
ADBE
MEDP
NVDA
AVGO
MU
SMCI

Does PHE remain unchanged?

Adam Kay

The Equity portfolio, save for weight changes, remains unchanged, for now

LastPoster

@Adam-Kay said in Oracle (ORCL):

Medpace

I did mention it here and an email will go out, probably next week

According to the above (which is from the Oracle thread) I thought Medpace was to be sold

Ronski

I have the following for PHT

NASDAQ:AAPL Apple Inc
NASDAQ:SMCI Super Micro Computer Inc
NASDAQ:MSFT Microsoft Corp
NASDAQ:NVDA NVIDIA Corp
NASDAQ:GOOG Alphabet Inc Class C
NASDAQ:META Meta Platforms Inc
NASDAQ:VRTX Vertex Pharmaceuticals Inc
NASDAQ:AVGO Broadcom Inc
NASDAQ:KLAC KLA Corp
NYSE:ORCL Oracle Corp
NASDAQ:MU Micron Technology Inc
NASDAQ:ADBE Adobe Inc

Adam Kay

Yep-medp too. Ron’s list is correct