This #SkinInTheGame Update is painful.
And that's what makes it so important.
My portfolio hasn't looked this different in quite some time...
And that's what makes it so important.
My portfolio hasn't looked this different in quite some time...
First, how am I doing?
🤬YTD: (37%) vs. S&P's (13%)
😡1-YR: (25%) vs. (1%)
😐3-YR: 53% vs. 40%
😀5-YR: 183% vs. 73%
😁10-YR: 315% vs. 195%
This is down huge from all-time highs.
And yet, I'm just fine with this.
A few big changes yet to be made...
🤬YTD: (37%) vs. S&P's (13%)
😡1-YR: (25%) vs. (1%)
😐3-YR: 53% vs. 40%
😀5-YR: 183% vs. 73%
😁10-YR: 315% vs. 195%
This is down huge from all-time highs.
And yet, I'm just fine with this.
A few big changes yet to be made...
I haven't been able to:
🔴Sell my $DOCU shares
🟢Buy my $UPST shares
Additionally, I will be making incremental buys of $AXON and $SHOP for the portfolio @BrianFeroldi are running at @JoinCommonstock
commonstock.com/brianstoffel
But here's what I own now⤵️
🔴Sell my $DOCU shares
🟢Buy my $UPST shares
Additionally, I will be making incremental buys of $AXON and $SHOP for the portfolio @BrianFeroldi are running at @JoinCommonstock
commonstock.com/brianstoffel
But here's what I own now⤵️
1) $CRWD 9% of port. & up 220% combined
2) $MELI 9%, 550%
3) $MDB 8%, 370%
4) $SHOP 8%, 650%
5) $DDOG 6%, 230%
6) $ABNB 6%, 0%
7) $AMZN 6%, 1,200%
8) $AXON 6%, 290%
9) $GOOG/L 5%, 570%
10) $TEAM 5%, 90%
11) $VEEV 5%, 430%
12) $U 4%, (30%)
13) $ISRG 3%, 550%
2) $MELI 9%, 550%
3) $MDB 8%, 370%
4) $SHOP 8%, 650%
5) $DDOG 6%, 230%
6) $ABNB 6%, 0%
7) $AMZN 6%, 1,200%
8) $AXON 6%, 290%
9) $GOOG/L 5%, 570%
10) $TEAM 5%, 90%
11) $VEEV 5%, 430%
12) $U 4%, (30%)
13) $ISRG 3%, 550%
14) $SE 3%, (40%)
15) $NET 3%, (15%)
16) $HUBS 3%, (15%)
17) $PAYC 3%, 500%
18) $SNOW 3%, (30%)
19) $PUBM 2%, (20%)
20) $TSLA 2%, 50%
21) $DOCU 1%, (65%)
22) $ZM 1%, (60%)
23) $PATH 1%, (65%)
24) $SEMR <1%, (57%)
15) $NET 3%, (15%)
16) $HUBS 3%, (15%)
17) $PAYC 3%, 500%
18) $SNOW 3%, (30%)
19) $PUBM 2%, (20%)
20) $TSLA 2%, 50%
21) $DOCU 1%, (65%)
22) $ZM 1%, (60%)
23) $PATH 1%, (65%)
24) $SEMR <1%, (57%)
So what helps me cope with this?
1⃣ Being part of the community. I spend my time with @BrianFeroldi and a TON of people at @themotleyfool
2⃣ Look at the long view.
On that front, 16 of my positions are recommendation of Motley Fool Stock Advisor.
The service's track record⤵️
1⃣ Being part of the community. I spend my time with @BrianFeroldi and a TON of people at @themotleyfool
2⃣ Look at the long view.
On that front, 16 of my positions are recommendation of Motley Fool Stock Advisor.
The service's track record⤵️
(Accurate as of April 21st)
What if you invested $10,000 in the S&P 500 over the course of 2012 (10 years ago)?
And what if you invested that same amount across the 24 stock recommended?
Results speak for themselves...
What if you invested $10,000 in the S&P 500 over the course of 2012 (10 years ago)?
And what if you invested that same amount across the 24 stock recommended?
Results speak for themselves...
You can get access to Stock Advisor for 50% off
That's ~$8 per month, and you get (per month):
✅2 Official Recommendations
✅10 Best Buy Nows
✅Access to live streaming 5 days/week
Use this (AFFILIATE LINK)
fool.com/stoffel
That's ~$8 per month, and you get (per month):
✅2 Official Recommendations
✅10 Best Buy Nows
✅Access to live streaming 5 days/week
Use this (AFFILIATE LINK)
fool.com/stoffel
To review:
It's been a VERY TOUGH run, but the long-term results remain.
😐3-YR: 53% vs. 40%
😀5-YR: 183% vs. 73%
😁10-YR: 315% vs. 195%
Top 10 Holdings:
1) $CRWD
2) $MELI
3) $MDB
4) $SHOP
5) $DDOG
6) $ABNB
7) $AMZN
8) $AXON
9) $GOOG/L
10) $TEAM
It's been a VERY TOUGH run, but the long-term results remain.
😐3-YR: 53% vs. 40%
😀5-YR: 183% vs. 73%
😁10-YR: 315% vs. 195%
Top 10 Holdings:
1) $CRWD
2) $MELI
3) $MDB
4) $SHOP
5) $DDOG
6) $ABNB
7) $AMZN
8) $AXON
9) $GOOG/L
10) $TEAM
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