3 Recent Buys – AMZN, MELI, CSU

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A quick update on a few recent purchases in my portfolio. I used the recent correction in Nasdaq to add to my positions.

  • First purchase: I added to my position in Amazon (AMZN) @ $3,175.00. I continue to put a big portion of my portfolio into FAMG names as I believe the big tech companies will keep growing and have tremendous potential with their global reach.
  • I added to my position in MercadoLibre (MELI) @ $1,100.00. MELI gives me exposure to EM markets focused on Latin America as e-commerce and payments sees tremendous tailwinds. The company is well run and this looks like an attractive position to add.
  • I added to my position in Constellation Software (CSU.TO) @ 1,480.00. My largest position by far. I have gone overweight on this name as the current weakness took the stock price <$1500. CSU makes approx 10% of my overall portfolio.

Full Disclosure: Full list of holdings is available here.

3 thoughts on “3 Recent Buys – AMZN, MELI, CSU

  1. Though not a dividend play I totally agree with the AMZN sentiment and big tech. For me I still am looking to grow my AAPL and MSFT positions along with some AVGO. Thanks for sharing.

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