Welcome to my February 2022 portfolio update! My portfolio is up 214% as of writing on 2/21/2022 from when I started tracking my results on January 1st, 2020. This means that, $100 invested in the ExponentialDave portfolio on January 1, 2020 would now be worth $314, which is more than a triple (3x). Meanwhile my benchmark, WCLD, is “only” up 55% since January of 2020, and the S&P 500 is only up 34% since January 2020. For the period from 1/1/2022 through 2/21/2022, my portfolio is down 25%, meanwhile WCLD is down 22%, and the S&P 500 is down 9%.
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Mid January 2022 Portfolio Update
Hi everyone, I did a mid-month video portfolio update at this link here. The start of the year has been tumultuous to say the least, but I have mostly not changed the composition of my portfolio much (with one exception in CRWD). In the video, I discuss the position change, what I hold and why at a general level, investor psychology and strategy, and more.
Bill.com YouTube Video
Hello readers! I hope you are handling the latest market volatility gracefully. Like all previous market rotations, this one too shall pass. Many of you have previously asked me about Bill.com, so I’ve made a YouTube video to give it some extra coverage. Link to the video is here. Drop me a comment with any suggestions for future videos!
November 2021 Portfolio Review
Welcome to my twelfth publicly written portfolio update (and 6th on ExponentialDave.com). My portfolio is up 374% as of writing on 11/23/2021 from when I started tracking my results in January of 2020. This means that, $100 invested in the ExponentialDave portfolio on January 1, 2020 would now be worth $474, which is more than a quadruple (4x). Meanwhile my benchmark, WCLD, is “only” up 121% since January of 2020, and the S&P 500 is only up 45%. For the year 2021 through 11/23/2021, my portfolio is up 46%, meanwhile WCLD is up 10%, and the S&P 500 is up 27%.
Read More »October 2021 Portfolio Review
Welcome to my eleventh publicly written portfolio update (and 5th on ExponentialDave.com). My portfolio is up 474% as of writing on 10/29/2021 from when I started tracking my results in January of 2020. This means that, $100 invested in the ExponentialDave portfolio on January 1, 2020 would now be worth $574, which is more than a quintuple (5x). Meanwhile my benchmark, WCLD, is “only” up 139% since January of 2020, and the S&P 500 is only up 42%. For the year 2021 through 10/29/2021, my portfolio is up 77%, meanwhile WCLD is up 18%, and the S&P 500 is up 24%.
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