Our stock selection process is clearly working: we hit a 17% growth rate compared to an almost flat S&P 500 in the first 6 months of 2018. Our initial investment roadmap for 2018 was updated in April with a selection of carefully chosen stocks given the market turbulence. Our portfolio did largely better than the indexes, and some stocks did amazingly well in the turbulent second quarter. In this third part we will review our investment performance so far, make an assessment of current market situation and make a few changes in our portfolio: we remove 2 stocks and add 6 new stocks to our portfolio that have lots of upside potential. With a total of 15 stocks we become more aggressive in Q3 of 2018. Note: we provide access to the previous 2 reports within this article for those who did not buy them.
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