Thread by @Brian_Stoffel_

Commitment to transparency and (sometimes painful) truth. Without it, no growth or evolution.

That applies to life and investing.

With that in mind, here's:

📊 Every stock I own (and how much)
📉 My investing results over time
🤔 What I plan to do

⤵️

First my results:

🔴YTD: (21%) vs. S&P 500's (8%)
🔴1-Year: (11%) vs. 14%

That's a lot of under-performance. But here's why the 3-5 year time horizon is so important

🟢3-Year: 104% vs. 55%
🟢5-Year: 304% vs. 83%
🟢10-Year: 463% vs. 217%

My recent moves ⤵️

None.

I was in Costa Rica 🇨🇷 on a "screen free" vacation.

Family got COVID, we had to stay longer. Everyone's fully recovered!

Thanks for all the well-wishes

.....

Here's everything I own TODAY⤵️

1) $SHOP 10% of portfolio, 1,000% (combined) returns
2) $MELI 8%, 650%
3) $CRWD 7%, 200%
4) $DDOG 7%, 300%
5) $MDB 6%, 350%
6) $AMZN 6%, 1,500%
7) $AXON 6%, 400%
8) $TEAM 5%, 150%
9) $GOOG/L 5%, 700%
10) $ABNB 5%, 0%
11) $U 4%, 0%
12) $VEEV 4%, 500%
13) $ISRG 3%, 700%

Con't⤵️

14) $SE 3%, (20%)
15) $HUBS 3%, 10%
16) $NET 3%, 0%
17) $PAYC 3%, 600%
18) $DOCU 2%, (50%)
19) $SNOW 2%, (20%)
20) $TSLA 1%, 40%
21) $PATH 1%, (40%)
22) $ZM 1%, (55%)
23) $PUBM 1%, (20%)
24) $ETHE 1%, (25%)
25) $SEMR <1%, (45%)
26) $RSKD <1%, (80%)

My thoughts on next moves ⤵️

With limited Internet recently, still getting bearings, but:

✅Plan to own more $PUBM
✅Thinking about more $SNOW

🔴 On my short-leash: $RSKD, $PATH, $SEMR, $DOCU even $SE (if it sent data to Tencent and wasn't honest about it)

I don't do this alone

I write for & rely on @themotleyfool's Stock Advisor research.

#SkinInTheGame:

✅82% of my portfolio
✅16 of my stocks

are Motley Fool Stock Advisor Picks.

You can get it for 50% off (~$8 per month)

AFFILIATE LINK

fool.com/stoffel

Yes, it's income for me. AND, it's a GREAT SERVICE.

Evidence:

🟢$100 invested per Rec (24 total) 10 yrs ago (2012)
📈AVERAGE RETURN was 787%.

That's $2,400 invested, worth $21,300 today.

The advice: ~$4 per pick (at price below)

To review:

😡1-Year: Losing to market by 25 Pct points

🧘Still grateful: 10-Year, beating by ~250 Pct points

💰Considering $PUBM and $SNOW purchases

🦮 $DOCU, $SEMR, $RSKD, $PATH, $SE on tight leash.

Access Motley Fool Stock Advisor for 50% off

fool.com/stoffel