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  • Tricks

OPTO Sessions Jonah Lupton’s portfolio spring clean

Jonah Lupton, an entrepreneur and expert investor in growth stocks, has made a name for himself by providing his followers with in-depth reports and insights into growth opportunities.

He’s nurtured and grown a loyal fanbase to more than 500,000 individuals and has caught the eye of Chamath Palihapitiya, CEO of Social Capital, who selected Lupton for the firm’s emerging managers class of 2021.

In this episode of Opto Sessions, Lupton explains how he has had to adapt and adjust his strategy in the face of so much change. This led him to do what a lot of investors might not have the heart to do — he stripped out his portfolio and started again.

 

Listen to the interview:

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“Over the last three months, I’ve repositioned my portfolio, and I’d basically gotten rid of every single one of my stocks from last year,” Lupton said.

The reason, he explained, was the eye-watering valuations among many of the stocks that his portfolio was previously based on. The next steps involved building back up again.

“I’ve been building a portfolio of smaller stocks, mostly under $10bn, although I'd say at least half of my portfolio is under $5bn.”

““I’ve been building a portfolio of smaller stocks, mostly under $10bn, although I'd say at least half of my portfolio is under $5bn”

 

Lupton’s new focus is “looking for companies that are growing revenues at — at least — 30% for the next two or three years”.

He does admit that most of his stock picks “are above 50% and then a handful of them are over 100% to 200%”.

 

To find out more about Lupton’s strategy and what themes he’s keen to focus on, listen to the full episode below:

 

 

Or for more ways to listen:

 

Listen to the full interview and explore our past episodes on Opto Sessions.

Disclaimer Past performance is not a reliable indicator of future results.

CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only, and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinion on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

*Tax treatment depends on individual circumstances and can change or may differ in a jurisdiction other than the UK.

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