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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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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June 2021 Portfolio Analysis

Welcome to my first portfolio update on ExponentialDave.com! This is my seventh publicly written portfolio update in total. My portfolio is up 247% as of writing on 6/15/2021 from when I started tracking my results in January of 2020. Meanwhile my benchmark, WCLD, is “only” up 90% since January of 2020. For the year 2021 until 6/15/2021, my portfolio is up 7% year to date, meanwhile WCLD is down 0.5%.

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