Door Dash fundamentals are strong; holding the position.

Next up, we have one of my personal favorites, which is Door Dash. And it's a bit funny to see Duolingo next to Door Dash. One of these companies is based on the idea that people will better themselves. They'll learn something every day. They'll speak new languages. They'll practice math. They'll practice chess or something that's a brain exercise. It's a healthy product trying to get people to do something better. And then Door Dash is a product that delivers food to your doorstep so that you have to put minimal effort into life. They're on opposite sides of the coin. And so far, that convenience is winning out. Door Dash is a company that has earned a very high return in a very short amount of time. I've only been invested in this company for a couple months. It's already up 31% or $6,700. So now it's grown into a $28,000 position. It's a 1.9% weighted holding. So Door Dash is doing great. The stock price is racing up. This is one where I feel like I timed my entry point and buy into it really well. I had trimmed ASML towards $2,000 per share and put that additional cash and it's earned a higher return so far. I'm going to set an aggressive target for this one. Door Dash will need to trade down to $120 per share to get the additional $10,000. That's around a 47% decline. With the high-flying valuation of Door Dash today, I need it to come down so that I can get a more conservative approach here. If we assume a 28% earnings per share growth rate, that means that buying the stock at $120 would produce 15% compounded returns over the next 5 years.