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Since I get lots of DM's asking about my current portfolio and what I own, I decided to create a Google spreadsheet and make it viewable for everyone. My plan is to update it every afternoon after the market closes.
Feel free to bookmark this link: https://docs.google.com/spreadsheets/d/1rrqp-JQ5F9IxYBVgXmT0tdIyxFFAAp9eL1SqMNG5V2I/edit#gid=0
Feel free to bookmark this link: https://docs.google.com/spreadsheets/d/1rrqp-JQ5F9IxYBVgXmT0tdIyxFFAAp9eL1SqMNG5V2I/edit#gid=0
I also created a spreadsheet for all my stock ideas, their performance since I put them in my newsletter and how the four major indexes have done during that same timeframe.
Feel free to bookmark this link as well: https://docs.google.com/spreadsheets/d/1iWmYrTuDclyMelJyojg45WTe7xDP02GuB8wHxwpdYUs/edit?usp=sharing
Feel free to bookmark this link as well: https://docs.google.com/spreadsheets/d/1iWmYrTuDclyMelJyojg45WTe7xDP02GuB8wHxwpdYUs/edit?usp=sharing
I just added my current % allocations to my stock portfolio list since a bunch of people asked for it: https://docs.google.com/spreadsheets/d/1rrqp-JQ5F9IxYBVgXmT0tdIyxFFAAp9eL1SqMNG5V2I/edit#gid=0
Lots of tweaks to the portfolio today... https://docs.google.com/spreadsheets/d/1rrqp-JQ5F9IxYBVgXmT0tdIyxFFAAp9eL1SqMNG5V2I/edit#gid=0
Portfolio updated: https://docs.google.com/spreadsheets/d/1rrqp-JQ5F9IxYBVgXmT0tdIyxFFAAp9eL1SqMNG5V2I/edit#gid=0
As you can see $FUTU is now my largest position.
If you want to know why I'm so bullish on this company just take a look at their Q3 results... https://ir.futuholdings.com/static-files/f4e232c7-d68f-4a42-84ab-3fbf60079505
If you want to know why I'm so bullish on this company just take a look at their Q3 results... https://ir.futuholdings.com/static-files/f4e232c7-d68f-4a42-84ab-3fbf60079505
Just updated my current portfolio as of 10am EST including all positions, allocations and YTD performance: https://docs.google.com/spreadsheets/d/1rrqp-JQ5F9IxYBVgXmT0tdIyxFFAAp9eL1SqMNG5V2I/htmlview?pru=AAABdwFwnls*Pk8czhmJ_wITwNPIZ3eM1A#gid=0
I have a spreadsheet with all current holdings plus enterprise value, market cap, 2020 revs (est), 2021 rev (est), EV/revs, MC/revs.
Across all my stocks the average expected YoY rev growth from 2020 to 2021 is 65%.
There's plenty of growth out there, you just need to find it.
Across all my stocks the average expected YoY rev growth from 2020 to 2021 is 65%.
There's plenty of growth out there, you just need to find it.
Just updated my portfolio holdings & performance: https://docs.google.com/spreadsheets/d/1rrqp-JQ5F9IxYBVgXmT0tdIyxFFAAp9eL1SqMNG5V2I/edit#gid=0
Today I sold:
$LMND = locked in 60% gain in two weeks
$DKNG = fears over Covid cancelling NBA/NCAA basketball games plus end of college football season
$RDFN = locked in 16% gain in one week
Today I sold:
$LMND = locked in 60% gain in two weeks
$DKNG = fears over Covid cancelling NBA/NCAA basketball games plus end of college football season
$RDFN = locked in 16% gain in one week
Portfolio holdings and performance updated as of 1/12/21: https://docs.google.com/spreadsheets/d/1rrqp-JQ5F9IxYBVgXmT0tdIyxFFAAp9eL1SqMNG5V2I/edit#gid=0
Today I finally said goodbye to $FVRR at $250 and $ROKU at $414
I sold my $BFT and put proceeds into $IPOE
$DMTK up 10% after hours
Great day for $FUTU $MP $UPST $NGA $CCIV $DMTK and $DOCU
Today I finally said goodbye to $FVRR at $250 and $ROKU at $414
I sold my $BFT and put proceeds into $IPOE
$DMTK up 10% after hours
Great day for $FUTU $MP $UPST $NGA $CCIV $DMTK and $DOCU
Updated portfolio & performance: https://docs.google.com/spreadsheets/d/1rrqp-JQ5F9IxYBVgXmT0tdIyxFFAAp9eL1SqMNG5V2I/edit#gid=0
- sold: $PLTR $FUV $TRIT
- added to: $BAND $UPST $MWK $NIU $GRWG $CRWD $FUTU
- started new position: $TIGR at $12
- strong day from $CCIV $DMTK $NGA $SSPK $CLSK $NET $NNOX
- up 1.3% for day
- up 35.33% YTD
- sold: $PLTR $FUV $TRIT
- added to: $BAND $UPST $MWK $NIU $GRWG $CRWD $FUTU
- started new position: $TIGR at $12
- strong day from $CCIV $DMTK $NGA $SSPK $CLSK $NET $NNOX
- up 1.3% for day
- up 35.33% YTD
Lots of tweaks to the portfolio today: https://docs.google.com/spreadsheets/d/1rrqp-JQ5F9IxYBVgXmT0tdIyxFFAAp9eL1SqMNG5V2I/edit#gid=0
- added to $MWK on morning pullback then got 12% afternoon rally
- sold my $NET, not enough growth to justify 45x sales
- started positions in $RIDE $ZYXI $CURI $DRIO $AEYE $OAC
- up 4.2% today
- up 40.7% YTD
- added to $MWK on morning pullback then got 12% afternoon rally
- sold my $NET, not enough growth to justify 45x sales
- started positions in $RIDE $ZYXI $CURI $DRIO $AEYE $OAC
- up 4.2% today
- up 40.7% YTD
Updated portfolio: https://docs.google.com/spreadsheets/d/1rrqp-JQ5F9IxYBVgXmT0tdIyxFFAAp9eL1SqMNG5V2I/edit#gid=0
- started new position in $PRCH ( http://Porch.com )
- started new position in $HAACU (SPAC from $LVGO founder)
- added on morning dip to $MWK $BAND $UPST $DMTK $NIO $CLPT $DRIO $ZYXI $RIDE $CURI $IPOE $MP
Today: -1.2%
YTD: +40.6%
- started new position in $PRCH ( http://Porch.com )
- started new position in $HAACU (SPAC from $LVGO founder)
- added on morning dip to $MWK $BAND $UPST $DMTK $NIO $CLPT $DRIO $ZYXI $RIDE $CURI $IPOE $MP
Today: -1.2%
YTD: +40.6%
Updated portfolio: https://docs.google.com/spreadsheets/d/1rrqp-JQ5F9IxYBVgXmT0tdIyxFFAAp9eL1SqMNG5V2I/edit#gid=0
- monster day for $FUTU $NIU
- great day for $IPOE $MP $CURI $CLPT $ZYXI $DRIO $SSPK $FSLY $DNMR $TIGR $NNOX $CELH
- bad day for $NGA $OAC
- too many small tweaks today to mention
Day: +5.28%
YTD: +46.97%
- monster day for $FUTU $NIU
- great day for $IPOE $MP $CURI $CLPT $ZYXI $DRIO $SSPK $FSLY $DNMR $TIGR $NNOX $CELH
- bad day for $NGA $OAC
- too many small tweaks today to mention
Day: +5.28%
YTD: +46.97%
If you want to follow along with my daily portfolio activity you can join my @StockTwits room at https://stocktwits.com/r/FindingtheGrowth/ (must signup on desktop)
I'm getting in the habit of posting my trading summary every 90 minutes on StockTwits.
I spoke to a company today that developed a service that connects to my investment account and sends out real time alerts every time I buy or sell. I have a follow up call with them next week.
I spoke to a company today that developed a service that connects to my investment account and sends out real time alerts every time I buy or sell. I have a follow up call with them next week.
Just realized that my 26 stock picks from December 3rd are now up 10x compared to the S&P during the same time period https://docs.google.com/spreadsheets/d/1iWmYrTuDclyMelJyojg45WTe7xDP02GuB8wHxwpdYUs/edit#gid=1042534310
#StockPickingStillMatters :)
#StockPickingStillMatters :)
My top 15 positions as of 10:40am EST today:
1) $DMTK
2) $PRCH
3) $MWK
4) $UPST
5) $FUTU
6) $NIO
7) $NGA
8) $OZON
9) $SSPK
10) $STIC
11) $OZON
12) $TDOC
13) $SQ
14) $SE
15) $CRWD
1) $DMTK
2) $PRCH
3) $MWK
4) $UPST
5) $FUTU
6) $NIO
7) $NGA
8) $OZON
9) $SSPK
10) $STIC
11) $OZON
12) $TDOC
13) $SQ
14) $SE
15) $CRWD
Portfolio update: https://docs.google.com/spreadsheets/d/1rrqp-JQ5F9IxYBVgXmT0tdIyxFFAAp9eL1SqMNG5V2I/edit#gid=0
great day: $DNMR $SSPK $FUTU
good day: $TDOC $DMTK $MWK
bad day: $CLSK $NGA $CELH
new positions: $SWAV $INMD $INSP
sold positions: $PINS
biggest adds: $DMTK $UPST $NIO $PRCH $MWK $NGA $SSPK $STIC $CLPT $OZON $RIDE
Day: +1.8%
YTD: +50.9%
great day: $DNMR $SSPK $FUTU
good day: $TDOC $DMTK $MWK
bad day: $CLSK $NGA $CELH
new positions: $SWAV $INMD $INSP
sold positions: $PINS
biggest adds: $DMTK $UPST $NIO $PRCH $MWK $NGA $SSPK $STIC $CLPT $OZON $RIDE
Day: +1.8%
YTD: +50.9%
Portfolio update: https://docs.google.com/spreadsheets/d/1rrqp-JQ5F9IxYBVgXmT0tdIyxFFAAp9eL1SqMNG5V2I/edit#gid=0
- monster day for $TIGR $NNOX
- great day for $UPST
- very good day for $SSPK $DNMR
- good day for $FSLY $NIU $FUTU
- bad day for $CLSK $CURI $ZYXI $HIMS $TRIT
- started new position in $ACTC $EXPC
Day: +3.08%
YTD: +54.46%
- monster day for $TIGR $NNOX
- great day for $UPST
- very good day for $SSPK $DNMR
- good day for $FSLY $NIU $FUTU
- bad day for $CLSK $CURI $ZYXI $HIMS $TRIT
- started new position in $ACTC $EXPC
Day: +3.08%
YTD: +54.46%
Portfolio update: https://docs.google.com/spreadsheets/d/1rrqp-JQ5F9IxYBVgXmT0tdIyxFFAAp9eL1SqMNG5V2I/edit#gid=0
- monster day for $CCIV
- great day for $CLPT
- very good day for $CLSK
- good day for $NIO $MWK $TDOC $ZYXI
- bad day for $TIGR $PRCH
- started no positions
- sold no positions
- added to 1/2 of my stocks today
Day: +2.9%
YTD: +59.9%
- monster day for $CCIV
- great day for $CLPT
- very good day for $CLSK
- good day for $NIO $MWK $TDOC $ZYXI
- bad day for $TIGR $PRCH
- started no positions
- sold no positions
- added to 1/2 of my stocks today
Day: +2.9%
YTD: +59.9%
Portfolio update: https://docs.google.com/spreadsheets/d/1rrqp-JQ5F9IxYBVgXmT0tdIyxFFAAp9eL1SqMNG5V2I/edit#gid=0
- great day for $TRIT $CCIV
- good day for $TDOC $DNMR $DMTK $NIU $ZYXI $FUTU
- bad day for $SSPK $HIMS $IPOE
- new position $TSIA at $14.50
- new position $SPRQ at $14.00
- sold $CURI pre-market at $19.80
Day: +0.9%
YTD: +60.9%
- great day for $TRIT $CCIV
- good day for $TDOC $DNMR $DMTK $NIU $ZYXI $FUTU
- bad day for $SSPK $HIMS $IPOE
- new position $TSIA at $14.50
- new position $SPRQ at $14.00
- sold $CURI pre-market at $19.80
Day: +0.9%
YTD: +60.9%
Today was not fun. I was up 4% pre market then up 6% at 10am then down 4% at 11am and basically finished flat -- total insanity but glad I didn't panic.
Just wish I had bought that dip more aggressively but it was hard to know how far we might drop and what had caused it.
Just wish I had bought that dip more aggressively but it was hard to know how far we might drop and what had caused it.
