New purchases in the Investor USA portfolio

We are  highlighting three positions, three major successes: Vertiv Holdings (up 100.97%), UnitedHealth Group, (up 74.28% but 370% since our first purchase in 2015) and United Rentals (up 103.99%). We enter Chewy, Cencora and Roku.
Exits
UnitedHealth
We have decided to remove UnitedHealth Gr…
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