Updated Portfolio 2021

Hello all. After some very heavy thought and consideration, I will be condensing my portfolio back down to 4 names. This was a very difficult decision, but the more I study it, there is no point for me to have the bottom 3 names (Home Depot, Lemonade, and Lam Research) with their current weightings. If I had a $500k portfolio, I would do all 7 names. I will 100% continue my research on these names for the website on a quarterly basis after their earnings, I think these are must owns for the next 8-10 years. I will still be holding them in my taxable account, just not the Fiducia Fund account.

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