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15 years in a 401k
4 years trading on RH
2 years watching my managed IRA underperform
Time to self-direct, and manage my own finances
$550k funded in my new TD account on 2/21/2020 ... and the market crashed the next week.
4 years trading on RH
2 years watching my managed IRA underperform
Time to self-direct, and manage my own finances
$550k funded in my new TD account on 2/21/2020 ... and the market crashed the next week.
March 2020
March low was $370k (-33%)
Recovered some to end the month at $427k (-23% YTD)
Mostly just held on for the ride and trusted my initial strategy.
Invested most of my 20% cash on the way down (but too early in most cases)
March low was $370k (-33%)
Recovered some to end the month at $427k (-23% YTD)
Mostly just held on for the ride and trusted my initial strategy.
Invested most of my 20% cash on the way down (but too early in most cases)
April 2020
Finished April at $498k +16.5% (-9% YTD)
Discovered FinTwit, and started following some great accounts.
Let the market run, and spent the month learning how to dissect charts and read financials. (Probably should have done that in Feb.)
Finished April at $498k +16.5% (-9% YTD)
Discovered FinTwit, and started following some great accounts.
Let the market run, and spent the month learning how to dissect charts and read financials. (Probably should have done that in Feb.)
May 2020
Finished at $541k +8.6% (-2% YTD)
Started cutting some low/slow performers and adding some swing trades.
Started testing theories in my small RH account.
Building some confidence
Finished at $541k +8.6% (-2% YTD)
Started cutting some low/slow performers and adding some swing trades.
Started testing theories in my small RH account.
Building some confidence
June 2020
Finished at $582k +7.5% (+6% YTD)
Finally in the BLACK
Still learning patience, letting winners run, and not chasing
Losing $ is a hard lesson, trying to keep perspective and evaluate mistakes while the market is on this unprecedented run and the port is green
Finished at $582k +7.5% (+6% YTD)
Finally in the BLACK
Still learning patience, letting winners run, and not chasing
Losing $ is a hard lesson, trying to keep perspective and evaluate mistakes while the market is on this unprecedented run and the port is green
July 2020 start
Portfolio is at $604k 8% YTD
Started a FinTwit account because:
A) Document my trades so that I can learn from myself
B) To help fast-track the learning curve of new investors
C) To share all the great ideas I find on FinTwit everyday
Portfolio is at $604k 8% YTD
Started a FinTwit account because:
A) Document my trades so that I can learn from myself
B) To help fast-track the learning curve of new investors
C) To share all the great ideas I find on FinTwit everyday
Finished July with ...
Portfolio balance $624k 11.8% YTD
Crazy swings, but finished at an all time high for me
Trimmed some lower conviction positions, sadly including $AMD & $PINS
Started some recovery positions in $XOM $MGM $KO $GE $BA
Full portfolio update later today ..
Portfolio balance $624k 11.8% YTD
Crazy swings, but finished at an all time high for me
Trimmed some lower conviction positions, sadly including $AMD & $PINS
Started some recovery positions in $XOM $MGM $KO $GE $BA
Full portfolio update later today ..
August 2020
Finished $676k +8.3% (21% YTD)
Sold a lot, mostly taking profits; includes $BILL $DOCU $DDOG $MGM $TWLO among others
Added dividend, financials, recovery, growth positions including $AYX $V $RTX $GILD $ET $SPG $CCL etc.
Full portfolio update later today
Finished $676k +8.3% (21% YTD)
Sold a lot, mostly taking profits; includes $BILL $DOCU $DDOG $MGM $TWLO among others
Added dividend, financials, recovery, growth positions including $AYX $V $RTX $GILD $ET $SPG $CCL etc.
Full portfolio update later today
Sept 2020
$660k -2.3% (+18%ytd)
Sold
$WFC $USB $PLD $AMT $GILD $WORK $BA $DIS $FIVG
Started
$DAO $ABBV $RKT $BIGC $MELI $NNOX $ETSY $U $GDRX $CRSR $TTOO $NIO $DS
Added to
$BXP $AAPL $SHOP $OKE $PBCT $MGNI $FVRR $XOM
First neg month since March
But finish w/4 strait
Day’s
$660k -2.3% (+18%ytd)
Sold
$WFC $USB $PLD $AMT $GILD $WORK $BA $DIS $FIVG
Started
$DAO $ABBV $RKT $BIGC $MELI $NNOX $ETSY $U $GDRX $CRSR $TTOO $NIO $DS
Added to
$BXP $AAPL $SHOP $OKE $PBCT $MGNI $FVRR $XOM
First neg month since March
But finish w/4 strait
Day’s
Sept full portfolio update
7% $SE
5% $ARKW $SQ $AMZN $SHOP
4% $MSFT $AAPL $ROKU
3% $QYLD $HD $COST $UPWK $T
2% $FSLY $LVGO $WMT $MAR $CRWD $TTD $XOM $RKT $CLM $MELI $OKTA $FVRR $MGNI $V $KO
1/2
7% $SE
5% $ARKW $SQ $AMZN $SHOP
4% $MSFT $AAPL $ROKU
3% $QYLD $HD $COST $UPWK $T
2% $FSLY $LVGO $WMT $MAR $CRWD $TTD $XOM $RKT $CLM $MELI $OKTA $FVRR $MGNI $V $KO
1/2
Sept Port cont.
1% and <
$GE $U $WM $BIGC $OKE $SPG $DAO $SAVE $CCL $ETSY $BXP $RTX $AYX $GDRX $ET $NIO $PBCT $CRSR $NNOX $ABBV $TTOO $DS
50 total stocks
A lot of small position
As always I will look to consolidate and will probably add more
2/2
1% and <
$GE $U $WM $BIGC $OKE $SPG $DAO $SAVE $CCL $ETSY $BXP $RTX $AYX $GDRX $ET $NIO $PBCT $CRSR $NNOX $ABBV $TTOO $DS
50 total stocks
A lot of small position
As always I will look to consolidate and will probably add more
2/2
Oct 2020 Portfolio
$649k -1.7% (+16%YTD)
Busy month, trading over 30 positions, and was up 10% midway through month before the market pulled back
Notables:
Sold $HD $T $XOM $V $KO
Bot $AMD $PLTR $TDOC
Added to $SE $SQ $LVGO $FSLY $ROKU
$649k -1.7% (+16%YTD)
Busy month, trading over 30 positions, and was up 10% midway through month before the market pulled back
Notables:
Sold $HD $T $XOM $V $KO
Bot $AMD $PLTR $TDOC
Added to $SE $SQ $LVGO $FSLY $ROKU
Full September Portfolio
12% $SE
7% $SQ
6% $ARKW
5% $ROKU $AMZN $SHOP
4% $FSLY $MSFT $CRWD $AAPL $LVGO
3% $QYLD $COST $OKTA
1 / 2 cont.
12% $SE
7% $SQ
6% $ARKW
5% $ROKU $AMZN $SHOP
4% $FSLY $MSFT $CRWD $AAPL $LVGO
3% $QYLD $COST $OKTA
1 / 2 cont.
Full Oct Port Cont.
2% $TTD $MAR $WMT $UPWK $MGNI $ETSY $PLTR $U $AMD $RKT
1% $OKE $CCL $GDRX $DKNG $SAVE $WIMI $NNOX $RTX $ET $GOSS $TDOC
Ended Oct with 35 positions
2 / 2 End.
2% $TTD $MAR $WMT $UPWK $MGNI $ETSY $PLTR $U $AMD $RKT
1% $OKE $CCL $GDRX $DKNG $SAVE $WIMI $NNOX $RTX $ET $GOSS $TDOC
Ended Oct with 35 positions
2 / 2 End.
Nov 2020 Summary
Record month in a record yr
$809k +24.8% (45% YTD)
(21) sells, notable: $ARKW $MAR $ETSY $OKE $CCL (Avg. +26%)
Added to: $SHOP $SE $ROKU $NNOX $TDOC $AAPL $AMZN
(13) new positions, notable: $FROG $DDOG $PTON $JD $TLMD $FB
1/3
Record month in a record yr
$809k +24.8% (45% YTD)
(21) sells, notable: $ARKW $MAR $ETSY $OKE $CCL (Avg. +26%)
Added to: $SHOP $SE $ROKU $NNOX $TDOC $AAPL $AMZN
(13) new positions, notable: $FROG $DDOG $PTON $JD $TLMD $FB
1/3
Full Nov 2020 Port.
11% $SE
7% $SHOP
6% $AMZN $SQ
5% $ROKU
4% $TDOC $CRWD $FSLY $AAPL $MGNI
3% $MSFT $WMT $QYLD $TTD
2% $COST $OKTA $AMD $UPWK $NNOX $LOW $U $PLTR $FROG $JD
2/3
11% $SE
7% $SHOP
6% $AMZN $SQ
5% $ROKU
4% $TDOC $CRWD $FSLY $AAPL $MGNI
3% $MSFT $WMT $QYLD $TTD
2% $COST $OKTA $AMD $UPWK $NNOX $LOW $U $PLTR $FROG $JD
2/3
Full Nov 2020 Port cont.
1%> $PTON $FB $RKT $DDOG $WIMI $TLMD $TTCF $CHGG $ET $ZUO $BBY $MKL $TTOO
Increased cash to 10% mid-month, finished with 2% cash
Ended Nov. with 37 positions (7 added in the last week)
3/3 Nov end
1%> $PTON $FB $RKT $DDOG $WIMI $TLMD $TTCF $CHGG $ET $ZUO $BBY $MKL $TTOO
Increased cash to 10% mid-month, finished with 2% cash
Ended Nov. with 37 positions (7 added in the last week)
3/3 Nov end
