February 2022 Portfolio Review

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%.

Read More »

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.

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 »

September 2021 Portfolio Analysis

Welcome to my tenth publicly written portfolio update (and 4th on ExponentialDave.com). My portfolio is up 445% as of writing on 9/19/2021 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 $545, which is more than a quintuple (5x). Meanwhile my benchmark, WCLD, is “only” up 135% since January of 2020, and the S&P 500 is only up 37%. For the year 2021 through 9/19/2021, my portfolio is up 68%, meanwhile WCLD is up 17%, and the S&P 500 is up 20%.

Read More »