July 2021 Portfolio Analysis

Welcome to my eighth publicly written portfolio update (and 2nd on ExponentialDave.com)! My portfolio is up 299% as of 7/30/2021 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 $399, almost a quadruple. Meanwhile my benchmark, WCLD, is “only” up 120% since January of 2020, and the S&P 500 is only up 36%. For the year 2021 through 7/30/2021, my portfolio is up 23%, meanwhile WCLD is up 9%, and the S&P 500 is up 17%.

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