Thread by @Brian_Stoffel_

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⤵️

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*

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⤵️

$RSKD <1%, (80%)
$SEMR <1%, (20%)
$PUBM, 1%, (20%)
$ZM, 1%, (40%)
$ETHE, 1% (30%)
$PATH, 1%, (30%)
$TSLA, 1%, 56%
$DOCU, 2%, (43%)
$SNOW, 2%, 0%
$PAYC, 2%, 620%
$NET, 2%, (7%)
$HUBS, 3%, 10%
$ISRG, 3%, 670%
$U, 4%, 5%
$SE, 4%, 10%
$VEEV, 5%, 600%
$GOOGL 5%, 700%
$ABNB 5%, 0%

$AMZN 5%, 1,500%
$AXON 5%, 380%
$TEAM 6%, 170%
$DDOG 6%, 200%
$CRWD 6%, 200%
$MDB 7%, 430%
$MELI 8%, 650%
$SHOP 14%, 1,600%

I don't love highlighting this stuff on Twitter. Investing is a small part of who I am as person. But I still think it's the responsible thing to do

I'm also not super-comfortable with affiliate links, but I'm including one here to @themotleyfool's Stock Advisor Service (50% off)

For less than $8/month, you get:

✅Two stock recs.
✅10 "Best Buy Nows"
✅Access to hours of streaming content.

fool.com/stoffel

Why do I offer it?

1⃣I believe in it. Stock Advisor picks = 59% of my port.
2⃣It's a really good deal.
3⃣Any revenue from this = more time for me on better content (and, admittedly, time with my family)

AND, if you sign up in February, I'm donating 25% of (after-tax) proceeds

For February, it will be split between:

✅Milwaukee Boys & Girls Club
✅Local Food Pantry

I'll post so you all know I made good on that promise once the payments come in.

To review:

1⃣ I've already added to $ABNB, $NET, $HUBS in past month
2⃣ Would like to add to $PUBM, $ZM, $SNOW, $UPST when allowed
3⃣ Will slightly trim $CRWD to help fund these
4⃣ Very tight leash on $DOCU, $RSKD, $SEMR, $PATH

And if you want access to @themotleyfool Stock
Advisor for $8.33 per month (50% off)

25% of proceeds go to:

✅Local Boys & Girls Club
✅Local Food Pantry

It's a rare win-win-win-win

(you-me-@themotleyfool-charity)

Click here: fool.com/stoffel