THREAD: Growth Portfolio Picks for 2011

I’ve compiled my growth portfolio picks for 2021 over the last few days.

These are stocks that I own personally, or aim to do so in the near future when price offers an entry opportunity.

🚀🚀🚀👇👇👇
FinTwit is awash with these type of posts around New Year, I’ve seen some great threads from;

@PatternProfits
@AmitayYaniv
@jzach20
@fire_growth
@skaushi

And of course we eagerly await @cperruna growth stocks for 2021.

This THREAD is intended more as a reference...
...for my own investing journey. One of my goals for 2021 is to reduce the amount of transactions in my portfolio;

“A “Buy right & sit tight” approach.

This list will provide me a point in time reminder of what i love about these company’s.

Let’s get started;
1/ $NET https://twitter.com/jamesthom07/status/1344056103244619776
2/ $PTON https://twitter.com/jamesthom07/status/1344063063486590977
3/ $APPS https://twitter.com/jamesthom07/status/1344265074693857280
4/ $ROKU

A stock that has emerged as a true market leader in the connected TV space. ROKU has had an amazing run in 2021, particularly towards the end of the year.
I don’t forecast any let up in 2021, sometimes the winners keep winning!
5/ $TDOC

The Health trend is just getting started in my opinion, whilst the last few months post merger with $LVGO have saw the stock base near its 200DSMA, its now ready for another push at ATH’s (+20-25% upside)
6/ $UBER

Easy to forget this “verb” stock is still a fairly new IPO.

A company that has been impacted by Covid-19 yet shown relative strength, breaking out of IPO base above 50$.

For long term horizon holders and for a Covid recovery play, I don’t think there are many better!
7/ $PINS

Looking for a way to sum this up today in my own words, but came across this post from @duckman1717 which, sums it up, in a nutshell.... https://twitter.com/duckman1717/status/1344420313770168320
8/ $JMIA https://twitter.com/jamesthom07/status/1344583074030489600
9/ $SKLZ https://twitter.com/jamesthom07/status/1343126998072385537
10/ $MP https://twitter.com/jamesthom07/status/1344340793574699008
11/
$NVTA https://twitter.com/jamesthom07/status/1344647492072316928
These stocks all fall into categories that I think have strong tailwinds and will outperform the general market over the long term.

E-Commerce: $PINS $JMIA
EV/Transport: $MP, $UBER
Gaming: $SKLZ
Connected Ads: $ROKU $APPS
Health: $TDOC $NVTA $PTON
Web/Security: $NET
I welcome any thoughts/feedback;

What are your top picks for 2021?

Which stocks/sectors have I missed?
You can follow @JamesThom07.
Tip: mention @twtextapp on a Twitter thread with the keyword “unroll” to get a link to it.

Latest Threads Unrolled:

By continuing to use the site, you are consenting to the use of cookies as explained in our Cookie Policy to improve your experience.