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Doing my mid-year SKIN IN THE GAME update for @themotleyfool writing early.
Since Jan 2019: +99% (verus +24% for $SPY)
YTD: +46% (verus negative 4%)
Below are my holdings
Ticker - percent of port - returns vs $SPY (rounded)
$SHOP: 16%, +1,400%
$AMZN: 10%, +1,200%
Con't
Since Jan 2019: +99% (verus +24% for $SPY)
YTD: +46% (verus negative 4%)
Below are my holdings
Ticker - percent of port - returns vs $SPY (rounded)
$SHOP: 16%, +1,400%
$AMZN: 10%, +1,200%
Con't
$MELI: 8% +500%
Cash: 8%
$GOOG/L: 7% +200%
$AAXN: 6% +200%
$VEEV: 6% +500%
$OKTA: 5% +70%
$CRWD: 5% +60%
$MDB: 5% +160%
$TEAM: 4% +30%
$FB: 3% +100%
$PAYC: 3% +600%
$ISRG: 3% +300%
$APPF: 2% +200%
$ZEN: 2% +200%
$GBTC: 1% +80%
$ETSY: 1% +100%
$SE: 1% +40%
$SSTI: 0.2% -40
Cash: 8%
$GOOG/L: 7% +200%
$AAXN: 6% +200%
$VEEV: 6% +500%
$OKTA: 5% +70%
$CRWD: 5% +60%
$MDB: 5% +160%
$TEAM: 4% +30%
$FB: 3% +100%
$PAYC: 3% +600%
$ISRG: 3% +300%
$APPF: 2% +200%
$ZEN: 2% +200%
$GBTC: 1% +80%
$ETSY: 1% +100%
$SE: 1% +40%
$SSTI: 0.2% -40
How I did it:
1) PATIENCE
2) Focus on anti fragility
3) Not worrying too much about them (only the second time this year I've done 360 of my portfolio) --> Good for mental health and life perspective, too
Primer on the #AntiFragile Framework: https://www.fool.com/investing/2019/08/25/how-i-beat-the-market-tripled-it-in-fact-over-the.aspx
1) PATIENCE
2) Focus on anti fragility
3) Not worrying too much about them (only the second time this year I've done 360 of my portfolio) --> Good for mental health and life perspective, too
Primer on the #AntiFragile Framework: https://www.fool.com/investing/2019/08/25/how-i-beat-the-market-tripled-it-in-fact-over-the.aspx
