Thread by @BrianFeroldi

My 2021 financial review is complete

Here's how I did ⬇️

Overall, 2021 was a rough year for my investing style

After peaking in Feb 2021, it was all downhill

My portfolio ended the year up 2%

That's FAR behind the 27% gain in the S&P 500

Hats off to everyone that outperformed in 2021!

My 5 biggest winners (on a dollar-basis):
$TSLA
$EPAM
$GOOGL
$ESTY
$FB

My 5 biggest losers (on a dollar-basis):
$MELI
$NVCR
$DOCU
$SQ
$AYX

My end of year top 10 holdings:
$TSLA 10.9%
$MELI 6.8%
$GOOG 4.9%
$AMZN 4.5%
$MA 4.5%
$NFLX 4.2%
$FB 3.7%
$EPAM 3.3%
$ISRG 3.3%
$TTD 3.3%
$SHOP 3.2%

I care much more about my long-term returns than I do about my short-term returns

On that front, so far, so good:

5-year:
Me: +356%✅
SPY: +160%

9-year (I changed brokers in 2012):
Me: +681% ✅
S&P: +313%

My overall net worth increased ~7% in 2021

This was mostly due to:
🏠Home Value ⬆️
💰High Savings Rate
📈Retirement Accounts (index funds) ⬆️

If you're interested in tracking your net worth, I provide a free tool in this thread:

https://twitter.com/BrianFeroldi/status/1477300461044707330?s=20

Overall, it was a decent year, even though it FELT like a bad year

As usual, I have no idea what will happen in 2022

But, I'm confident that if I:
1⃣Find, buy, and own great businesses
2⃣Stick with my barbell strategy

I'll be able to handle whatever comes next