My growth portfolio is up +147% over the past year – here’s what I’m doing

I’ve been running a concentrated growth portfolio focused on momentum + earnings plays (IBD-style), and wanted to share my approach.

Performance:

\- 1Y: +147%

\- YTD: +28%

\- CAGR: \~87%

How do I build my watchlist:

\- Strong earnings:

At least 20% Quarterly and 20% expected growth next quarter

\- Revenue growth : at least 15% Quarterly

\- Relative strength vs market : At least +85 using IBD (Investor business daily)

\- Buying only when the marker is in confirmed uptrend.

\- Cutting losers fast and let the winners run (William O’Neil and Mark Minervini approach)

\- EPS estimates revised higher (using seeking alpha)

\- 10 to 15 stocks , maximum position size is 10%.

I’m not trying to pick bottoms—just ride strength.

Happy to get feedback or hear what you guys would change.