Adding ENPH & GLBE
I will probably post more background info on the companies, but for now, I'm keeping it brief. ENPH is a play on solar power. They sell microinverters used in the most efficient solar energy setups. GLBE is a cross-border currency and translation service. They not only convert currencies -- they provide language translation to their customers. Both companies have strong revenue growth. Projected ENPH revenue growth is 20.2% CAGR over 5 years; for GLBE, the number is 28.8%. I am adding medium-sized positions as the market may pull back in May. Sentiment changes quickly, and after being in extreme fear not too long ago, we're back to greed. Some profit-taking from the big players may explain the recent dip in the SP500. I am adding three shares of ENPH at $196.88 And I'm adding 15 shares of GLBE at $30. ENPH $196.88 x 3 = $590.64 GLBE $30 x 15 = $450 These are the current Model Portfolio Holdings. 1. AMD 2. CB 3. CELH 4. CRWD 5. GLBE 6. GOOGL 7. MA 8. SNOW 9. WM I'd like...