CRWD is well above his cost and overvalued short term, so it may fall temporarily, but he will not sell: he expects it to triple or quadruple within three to five years, and fears being unable to buy back in if he sells. He holds it for the long term.

So, since the beginning of the year , my best performing stock has been Fortinet. It rose by 139%, followed by CrowdStrike at 131%, and Palo Alto at 115%. So , my three strongest stocks are in the cybersecurity sector .

This was not something I actually expected this year. I thought cybersecurity was going to be really strong, but I didn't know it would be this strong this year, okay?

Adam, your shares in Fortinet , CrowdStrike, and Palo Alto have gone up a lot. In fact, they're way above cost, and the truth is, they're all overvalued right now. Do I sell? Do I sell these stocks because they're overvalued , because they're up 200% from my cost?"

No. Why? Because even though they're overvalued in the short term, and yes, when they are, the price might go down temporarily, okay? But I'm not going to sell because I think in the long run, in the next three to five years , they'll triple or quadruple , or even more.

And the worry is always that you're trying to sell high and buy low, and sometimes you can't get back in the market before the stock goes up below you. So, these are the companies I want to hold for the long term. I'm not going to sell them, okay?

To give you a glimpse of the portfolio, like I said, my biggest winners are Fortnite. You can see Fortnite up there, 212%. I have Palo Alto up 148%, CrowdStrike up 217%, and of course, the big companies are contributing well.

Amazon up 119%, Alphabet ( Google) up 221%, Nvidia up 209%, MetaTrader up 114%, Microsoft up 67%, and some of my other anti-bubble stocks like healthcare, United Health, up 26%, was even higher but has since dipped slightly.

I could add more to UnitedHealth, HCA Healthcare up 32%, and GlobalX Defense up 17%,