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Big Believer in #Fintwit TRANSPARENCY
Portfolio is down ~30% in 3 mo
😠That's no fun
🧘But I'm not too worried.
Why?
Long-term results matter:
3⃣-Year Return: 176% (vs. $SPY 67%)
5⃣-Year Return: 363% (vs. 78%)
🔟-Year Return: 590% (vs. 243%)
I'll be making some changes too⤵️
Portfolio is down ~30% in 3 mo
😠That's no fun
🧘But I'm not too worried.
Why?
Long-term results matter:
3⃣-Year Return: 176% (vs. $SPY 67%)
5⃣-Year Return: 363% (vs. 78%)
🔟-Year Return: 590% (vs. 243%)
I'll be making some changes too⤵️
I'm consolidating to highly antifragile companies:
✅I've added new position to $HUBS, $NET, added to $ABNB
✅Will be adding much more to $PUBM (*when allowed)
✅Slight adds to $ZM, $UPST, $SNOW*
*Considering* partial sell of $CRWD, all-out sell $DOCU, $RSKD, $PATH, $SEMR*
✅I've added new position to $HUBS, $NET, added to $ABNB
✅Will be adding much more to $PUBM (*when allowed)
✅Slight adds to $ZM, $UPST, $SNOW*
*Considering* partial sell of $CRWD, all-out sell $DOCU, $RSKD, $PATH, $SEMR*
Those "Sells" aren't sure things. And I think they could do great things. But I don't like following tons of stocks and it's time for me to consolidate.
That being said, it's important to show where I have #SkiInTheGame as of NOW
Stock - % of Port - Total Returns⤵️
That being said, it's important to show where I have #SkiInTheGame as of NOW
Stock - % of Port - Total Returns⤵️
