My top 5 
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I’ve added some new ingredients to my portfolio: bond ETFs (VGOV & SLXX) and a new conglomerate (LVMH) to keep company to BRK.B. Also, I’ve reduced the allocation to BDCs and added AMZN and GOOGL as long term holdings. Finally, I’ve added to my FWRG position and limited the total number of holdings to 12.
Most importantly, no more random buying/selling, and eyes fixed on the long term .
Here are the top 5 holdings:
I’ve trimmed a bit of profit off Starbucks since August. Done really well with Uber. Less so with Humana.
Amazon 4.0%
Nvidia 3.9%
Alphabet 3.6%
Adyen 3.5%
Uber 3.5%
Netflix 3.4%
Starbucks 3.3%
Zoetis 3.1%
FMC 3.1%
Berkshire Hathaway 3.0%