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%…
This is my third options trading update. The first update encompassed my 2020 options trading since I began systematically tracking in April 2020. Starting in 2021 and going forward, I intend to post my options…
The last portfolio update was posted as of 7May. Since the last update, there have been earnings results for UPST (11May), LSPD (20May), SNOW (26May), ZM (1Jun), CRWD (3Jun), and DOCU (3Jun). I will provide…
This is Part 6 in a series about analyzing growth stocks. I had intended on Part 6 being about various financial and other metrics that are important for monitoring the progress of a growth company.…
The last portfolio update was posted as of the end of March. Rather than provide a portfolio update at the end of April, I decided to wait an additional week to capture the earnings results…
I began more serious and focused options trading in April 2020 so it’s been almost a full year since I started tracking. I posted my 2020 options trading results after the end of 2020: 2020…