Here are three takeaways from achieving a 101.05% return in the market for 2020.

The team did an incredible job. We outperformed the S&P 500 by 84.79%.

#1: When the money supply increases (stimulus, fed), money wants to go somewhere to seek a rate of return.

TINA - There is no alternative - money is going to gravitate towards the asset class with the highest potential return for the lowest amount of risk.

Cash, Real Estate, Bonds, Stocks.

Looking at the big four: The return on cash is practically zero.#1: When the money supply increases, money wants to go somewhere to seek a rate of return.

Bonds are more expensive than stocks. Real Estate prices are at all time highs. Stocks look pretty attractive compared to the other three. But keep in mind, free money does not convert a bad business to a good business.

#2: What we think is value: A stock that offers fantastic growth at a reasonable price that can generate above average returns. We look to continue to Invest with companies leading positive disruptive change.

Disruption is accelerating.

Covid has increased the adoption rate of new technology for people who otherwise have been hesitant to adopt. Those people have liked new tech and even become cheerleaders for others. The trend will continue.

Long term you want to be on the side of disruption and with the companies that are leading the disruption.

#3 The market does not care about politics. Our money does not have an ideology. Our money does not have feelings. So don’t get distracted by noise.