Thread by @Brian_Stoffel_

In 2008, I found @themotleyfool
In 2010, my wife and I retired from teaching

We rolled over our 403(b)s

➡️Balance on 12/31/11 = $31,352
➡️Balance this morning = $310,717

📈That's 891% in ~ 10 years (26% annually)

How I did it, and what I own now⤵️

Holdings from ALL accounts (ex-cash)

1) $SHOP ~18% of portfolio, combined returns 2,600%
2) $MDB 7%, 550%
3) $MELI 7%, 700%
4) $CRWD 7%, 550%
5) $SE 6%, 100%
6) $DDOG 6%, 400%
7) $TEAM 5%, 200%
8) $AXON 5%, 500%
9) $AMZN 5%, 1,700%
10) $U 5%, 100%
11) $VEEV 4%, 700%

Con't

12) $GOOG 4%, 700%
13) $ABNB 3%, 10%
14) $ISRG 3%, 800%
15) $DOCU 3%, 10%
16) $PAYC 3%, 850%
17) $SNOW 2%, 25%
18) $GBTC 1%, 750%
19) $ZEN 1%, 300%
20) $TSLA 1%, 100%
21) $PATH 1%, (5%)
22) $PUBM 1%, 30%
23) $ZM 1%, (15%)
24) $SEMR <1%, (10%)
25) $RSKD <1%, (75%)

HOW I DID IT⤵️

The most credit goes to Motley Fool Stock Advisor:

✅Even today, over HALF of the stocks I own are recs from the service
✅They account for 58% of my holdings

You can subscribe for less than $9/month using this (AFFILIATE) link

fool.com/stoffel

An affiliate link?

🟢This is a product I believe deeply in.
🟢Based on above, my skin is clearly in the game

Plus, revenue from this frees up more time for:

➡️Videos for @themotleyfool subscribers
➡️Videos for educational channel w/ @BrianFeroldi

youtube.com/brianferoldiyt…

To review:

📈403(b) up 891% in ~10 years

TOP TEN Holdings

1) $SHOP - 18% of ALL portfolios
2) $MDB - 7%
3) $MELI - 7%
4) $CRWD - 6%
5) $SE - 6%
6) $DDOG - 6%
7) $TEAM - 5%
8) $AXON - 5%
9) $AMZN - 5%
10) $U - 5%

Link to Stock Advisor for <$9 / month fool.com/stoffel