Last August, I took on the challenge and try to put together a portfolio that can beat QQQ. My portfolio has performed well, but it is not beating QQQ nor is it beating SPY. Nevertheless, here is the portfolio, and how each component as performed.
Company Pct
HF SINCLAIR CORPORATION (XNYS:DINO) 8.51
GRACO INC (XNYS:GGG) 14.70
HEICO CORPORATION (XNYS:HEI) 9.88
NEUROCRINE BIOSCIENCES, INC. (XNAS:NBIX) 28.10
PALO ALTO NETWORKS, INC. (XNAS:PANW) 24.01
RELIANCE, INC. (XNYS:RS) 10.28
TEXAS PACIFIC LAND CORPORATION (XNYS:TPL) 6.79
TRADEWEB MARKETS INC. (XNAS:TW) 30.49
UNITED THERAPEUTICS CORPORATION (XNAS:UTHR) -6.11
VEEVA SYSTEMS INC. (XNYS:VEEV) 11.26
WATSCO, INC. (XNYS:WSO) 7.28
ZOOM VIDEO COMMUNICATIONS, INC. (XNAS:ZM) -3.06
Average 11.84
Invesco QQQ Trust 1 (XNAS:QQQ) 15.14
