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Last year we ran a special Stock Card Weekly about how you could have outperformed the stock market significantly had you listened to Mary Meeker in 2008. Our community loved it so much so that we decided to create a Mary Meeker portfolio. We picked up shares of the companies she discussed in her 2008 report. This week and after a decade, we repeated the process again based on her latest report in 2018. This is a free, open-to-all portfolio that everyone can use to put the average return of the stock market in the dust. As always, there is no magic here. Mary Meeker observes the world as it happens; we read her reports and invest accordingly. This doesn't mean that this portfolio doesn't go down, but over the course of the years, the companies that are shaping our world have a very high likelihood to reshape our wallets too. Take a look at this portfolio by visiting the Investment Ideas page on our website!
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November 2023
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