Software Ideas
Buys software and internet companies that grow efficiently: revenue growth plus the share of revenue left over as free cash adds up to more than 40 over the trailing twelve months — the so-called Rule of 40, which measures growth and profitability together. On top of that, company value including debt may be no more than ten times revenue, and market cap has to be above 5 billion dollars. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. New positions are added once a month; a stock is sold as soon as one of these conditions no longer holds or it is no longer rated green. If the list holds no green-rated share, the portfolio stays in cash.
This portfolio buys shares.
- Performance
- 0.00%
- Lead over QQQ
- −0.86%
- Largest drawdown
- 0.00%
- Win rate
- —
- Cash ratio
- 100.0%
- Portfolio value
- $100,000
Performance against the yardsticks
What the portfolio holds
Nothing is held at the moment — the entire capital sits in cash.
The rules of this portfolio
- Buys
- once a month
- Sells
- checked every trading day: rating turned red, stop-loss hit, holding period over, or the stock dropped out of the selection.
Every trade with its reason
The complete history of this portfolio, most recent trade first. It is never truncated — it doubles as the recommendation history required by Art. 4(1)(i) of Delegated Regulation (EU) 2016/958.
This portfolio has not traded yet.