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.
December 2021 Portfolio Review
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 »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%.
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 »August 2021 Portfolio Analysis
Welcome to my ninth publicly written portfolio update (and 3rd on ExponentialDave.com). My portfolio is up 335% as of writing on 8/22/2021 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 $435, which is more than a quadruple. Meanwhile my benchmark, WCLD, an amalgamation of cloud stocks, is “only” up 118% since January of 2020, and the S&P 500 is only up 39%. For the year 2021 through 8/22/2021, my portfolio is up 34%, meanwhile WCLD is up 9%, and the S&P 500 is up 18%.
Read More »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%.