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%…
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…