How I Got 30% Stock Portfolio Gain in Q1 (No AI Stocks)

The John Johnston Lounge · Apr 2, 2024 · 13m

My small cap and mid-cap stock portfolio shown in this episode returned over 30% in the first quarter of 2024, which is more than triple the return of the S&P 500 and the NASDAQ indices for the period. I walk through the 8-stock portfolio to show how this happened. See below timestamps:

00:15 Stock portfolio performance

01:46 Stock 1: Topicus

04:36 Stock 2

05:25 Stock 3

06:10 Stock 4

07:46 Stock 5

08:54 Stock 6: Tiny Ltd

10:47 Stock 7

11:36 Stock 8

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