ROKU Stock & New Positions Put MatriX Portfolio In Record Breaking Territory

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The Hade/Matrix Portfolio is surging higher, and we feel confident it will soon soar to record highs. 

Since we began publicly managing the portfolio in 2015, it has outperformed the S&P 500 by nearly 250% on an annualized basis. That is ridiculous performance that exceeds any portfolio anywhere in the world you will find. Furthermore, the performance before that was even better, back in the BNL Finance days. 

Historically, we hold stocks for 5-9 months at a time, having two large positions along with four to five smaller positions and a constant fluctuation in cash depending on market conditions. These top holding stocks have been XPO Logistics (NYSE:XPO) from $13-$90, Rite Aid Corporation (NYSE:RAD) from $1.20 to $7 plus, Apple (NASDAQ:AAPL) from $60 to $200, Acadia Pharmaceuticals (NASDAQ:ACAD) from $6 to $40, Restoration Hardware (RH), Skechers (SKX), and acquired companies like Santarus, Salix Pharmaceuticals, and Pharmacyclics. 

This latest run was driven by Roku Inc (NASDAQ:ROKU), and it's not going anywhere. 

For the first time, we are sharing the Hade/Matrix Portfolio current holdings with non-paying users. Notably, we are not including past holdings and these holdings could change any time. Our paying members get text and email notifications whenever a trade is made, along with complete historical data. Nevertheless, here is it.

Why the Hade/MatriX Portfolio is ready to breakout to new highs

Like all investors, I too am always hopeful that the portfolio I manage/own will do well. The difference now is that macro concerns regarding China are finally starting to show progress. Even political concerns that caused the longest government shutdown history are no more, thereby paving the way for markets to finally breathe a sigh of relief. 

Yes, valuations are high, but we are extremely optimistic about the outlook for ROKU stock.

ROKU stock is one that investors love to doubt. It's easy to look at Amazon.com, Apple, and even Netflix and Disney to some regard and see risk. However, Roku Inc (NASDAQ:ROKU) has carved out its niche in advertising and video content that is truly disruptive, and more importantly, it is a massive niche. 

Wall Street loves to doubt ROKU stock, and while volatile, ROKU stock has now prevailed time and time again. The proof is in its latest 20% plus move following earnings, with rapid growth and no signs of slowing down. 

This is a company whose Platform revenue is growing more than 75% year-over-year and accounts for more than half of total sales, and it's a high margin business too. All important metrics look incredible, with 40% user growth and even faster streaming hours growth to show that people aren't just buying Roku devices but are actually using them. 

We think ROKU stock will test $80 in the next three months and is very likely to be acquired before year's end near $100. That alone sets up a terrific continuation of performance for our portfolio. However, we are also eyeing three new stocks we plan to purchase sometime over the next couple weeks, stocks we believe could have ROKU stock like performance. 

Of course, we are not giving you those without being a subscriber, so if you want to know, better pay the very small $25/month price  of admission. Otherwise, we maintain a Strong Buy rating on ROKU stock, a free opinion we are glad to give after making nearly a million dollars on ROKU stocks with two separate trades/positions over the last nine months. 


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