A quick update on a couple of recent buys in my portfolio.
- First purchase: I initiated a new position in Microsoft Corp (MSFT) @ $187.00. This has been long overdue. After missing this gem hiding in plain sight, I decided to pay up and initiate a position in MSFT. The company has executed brilliantly over the years and continues growing market share quarter after quarter.
- Second purchase: I added to my position in Visa Inc (V) @ $190.00. I am slowly building this position as we move further towards a cashless society. This company continues to execute and plenty of growth runway ahead.
Full Disclosure: Long MSFT, V. Our full list of holdings is available here.