We are currently in the lull between earnings cycles so this update will be relatively short. PRIOR PORTFOLIO UPDATES 2021-09-03 Portfolio Update 2021-08-13 Portfolio Update 2021-07-31 Portfolio Update 2021-06-30 Portfolio Update 2021-06-04 Portfolio Update 2021-05-07…
This is my fourth options trading update. As a reminder, I categorize options trading to include only trades that have a short duration (i.e. less than three months). I also trade longer dated options (i.e.…
WHY BENCHMARK In investing, a benchmark is something against which an investor can measure returns. It provides a yardstick, often to determine whether an active investment strategy is outperforming a passive strategy. Clearly, if a…
WHAT You may have heard the term CAGR. It’s an acronym for Compound Annual Growth Rate. Said another way, it provides investors or borrowers a way to compare returns of various time periods by converting…
During earnings season, I like to post portfolio updates after groups of my portfolio companies have reported their results. The first group of companies reported in early August so I posted an update on 13Aug.…
PREVIOUS POSTS IN THIS SERIES Part 6: The Path to Scaled and Profitable Part 5: Numbers into the Google Sheet Part 4: Information Sources Part 3: Journalist Lawyer Scientist Part 2: Finding Stocks Part 1:…
I’ve decided to post this mid-month portfolio update because about half of my companies (DDOG, LSPD, NET, UPST, and ROKU) have reported their latest quarterly results. That and because my family’s been out of town…
MY JOURNEY TO FINANCIAL FREEDOM Those who have read my posts over the years know that I started planning and striving for financial freedom shortly after I graduated from the university. It was a 15-year…
I had intended on posting my next portfolio after my portfolio companies with quarters ending on 30Jun (DDOG, NET, LSPD, and UPST) had reported their results. However, I’ve made some adjustments that I’d like to…
PRIOR PORTFOLIO UPDATES 2021-06-04 Portfolio Update 2021-05-07 Portfolio Update 2021-03-31 Portfolio Update 2021-02-12 Portfolio Update 2021-01-31 Portfolio Update 2020-12-31 Portfolio Update All Portfolio Updates PORTFOLIO PERFORMANCE DATE GauchoRicoPortfolio (YTD) S&P500 Total Return (YTD) Jan 3.1% -1.0% Feb -1.2%…