I started investing ~ 10 years ago.
👨🏫Rolled over my 403(b) from teaching
📈Started investing it.
Since then, I've averaged 25% returns per year.
A few things have helped:
* @themotleyfool
* A huge bull market
* A framework I devised to help
My portfolio as of 10/3/21 ⤵️
👨🏫Rolled over my 403(b) from teaching
📈Started investing it.
Since then, I've averaged 25% returns per year.
A few things have helped:
* @themotleyfool
* A huge bull market
* A framework I devised to help
My portfolio as of 10/3/21 ⤵️
1) $SHOP, 15% of port, +2,300% combined returns
2) $MELI 9%, +1,000%
3) $CRWD 7%, +300%
4) $SE 7%, +130%
5) $MDB 7%, +500%
6) $AXON 6%, +500%
7) $TEAM 6%, +220%
8) $DDOG 5%, +300%
9) $AMZN 5%, +1,600%
10) $VEEV 4%, +750%
11) $GOOG/L 4%, +700%
12) $U 4%, +40%
Continued ⤵️
2) $MELI 9%, +1,000%
3) $CRWD 7%, +300%
4) $SE 7%, +130%
5) $MDB 7%, +500%
6) $AXON 6%, +500%
7) $TEAM 6%, +220%
8) $DDOG 5%, +300%
9) $AMZN 5%, +1,600%
10) $VEEV 4%, +750%
11) $GOOG/L 4%, +700%
12) $U 4%, +40%
Continued ⤵️
13) $ABNB 3%, +10%
14) $ISRG 3%, +800%
15) $PAYC 3%, +1,000%
16) $DOCU 3%, +15%
17) $ETSY 2%, +300%
18) $SNOW 2%, +10%
19) $ZEN 1%, +350%
20) $PTON 1%, (30%)
21) $GBTC 1%, +600%
22) $ZM 1%, +7%
23) $TSLA 1%, 30%
24) $RSKD 1% (40%)
The MOST IMPORTANT aspect of each one is ...⤵️
14) $ISRG 3%, +800%
15) $PAYC 3%, +1,000%
16) $DOCU 3%, +15%
17) $ETSY 2%, +300%
18) $SNOW 2%, +10%
19) $ZEN 1%, +350%
20) $PTON 1%, (30%)
21) $GBTC 1%, +600%
22) $ZM 1%, +7%
23) $TSLA 1%, 30%
24) $RSKD 1% (40%)
The MOST IMPORTANT aspect of each one is ...⤵️
THE MOAT
They come in five different ways
1⃣Network Effect
$SHOP $MELI $CRWD etc
2⃣Switching Costs
$MDB $AXON $TEAM etc
3⃣ Low-Cost Production
$AMZN $GOOG $SE etc
4⃣ Intangible (Brand)
$PTON $ABNB $AMZN etc
5⃣Counter-Positioning
$TSLA $ABNB etc
The secret? ⤵️
They come in five different ways
1⃣Network Effect
$SHOP $MELI $CRWD etc
2⃣Switching Costs
$MDB $AXON $TEAM etc
3⃣ Low-Cost Production
$AMZN $GOOG $SE etc
4⃣ Intangible (Brand)
$PTON $ABNB $AMZN etc
5⃣Counter-Positioning
$TSLA $ABNB etc
The secret? ⤵️
Figure out which of these moats a company has BEFORE investing in them.
If this sounds confusing, @BrianFeroldi and I just did a video on this topic.
It is the single video I wish I had seen 10 years ago
If this sounds confusing, @BrianFeroldi and I just did a video on this topic.
It is the single video I wish I had seen 10 years ago
If you like content like this, please also subscribe to our channel.
@BrianFeroldi's mission: to spread financial wellness
My mission: to eliminate finances as an obstacle to whole-hearted living.
(H/T to @BreneBrown)
All of this is TOTALLY FREE
youtube.com/brianferoldiyt…
@BrianFeroldi's mission: to spread financial wellness
My mission: to eliminate finances as an obstacle to whole-hearted living.
(H/T to @BreneBrown)
All of this is TOTALLY FREE
youtube.com/brianferoldiyt…
But a lot of credit must also go to @themotleyfool.
Many of the stocks in this portfolio came to my attention via Motley Fool Stock Advisor.
It's a GREAT service, and if you want to try it for one-year for 50% off, use this (affiliate) link
fool.com/stoffel
Many of the stocks in this portfolio came to my attention via Motley Fool Stock Advisor.
It's a GREAT service, and if you want to try it for one-year for 50% off, use this (affiliate) link
fool.com/stoffel
Why put an affiliate link in here?
⭐️It's a service I believe in (11 of my stocks are in STOCK ADVISOR picks)
⭐️Any additional revenue it generates for me makes the YouTube channel we're running more sustainable.
⭐️It's a service I believe in (11 of my stocks are in STOCK ADVISOR picks)
⭐️Any additional revenue it generates for me makes the YouTube channel we're running more sustainable.
To review:
I've been blessed by great returns thanks to a combination of luck, guidance from @themotleyfool, and a laser focus on moats, like:
1⃣ Network Effects
2⃣ Switching Costs
3⃣ Low-Cost Production
4⃣ Intangible Assets
5⃣ Counter-Positioning
I've been blessed by great returns thanks to a combination of luck, guidance from @themotleyfool, and a laser focus on moats, like:
1⃣ Network Effects
2⃣ Switching Costs
3⃣ Low-Cost Production
4⃣ Intangible Assets
5⃣ Counter-Positioning
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