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.
Welcome to my thirteenth publicly written portfolio update (and 7th on ExponentialDave.com). My portfolio is up 320% as of writing on 12/31/2021 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 $420, which is more than a quadruple (4x). Meanwhile my benchmark, WCLD, is “only” up 99% since January of 2020, and the S&P 500 is up 47% since January 2020. For the period from January 1st, 2021 through 12/31/2021, my portfolio is up 30%, meanwhile WCLD is down 2%, and the S&P 500 is up 29%.Read More »