I intend to continue posting detailed portfolio updates on a quarterly basis, typically after the end of an earnings reporting cycle. For more frequent updates on the portfolio composition, I post regularly on X (formerly Twitter). The posts there can be seen by following @gauchorico. I have also been posting weekly changes to the portfolio…
Elon Musk is like the boy who cried wolf. Full self driving (FSD) is coming next year or very soon; this is what Elon has been saying for about ten years. It’s not surprising that many investors don’t believe him now. I first invested in TSLA in 2023 with the investment thesis being that TSLA…
Revisiting “When Should the Game Change?” About two years ago, I wrote a post, When Should the Game Change?, in which I discussed how each person can examine his circumstances, goals/objectives, and risk tolerance to set an asset allocation and portfolio management style aligned to satisfy his parameters. It might be helpful to read/reread that…
I intend to continue posting detailed portfolio updates on a quarterly basis. For more frequent updates on the portfolio composition, I post regularly on X (formerly Twitter). The posts there can be seen by following @gauchorico. PRIOR PORTFOLIO UPDATES 2024-03-08 Portfolio Update 2023-12-31 Portfolio Update 2023-09-01 Portfolio Update 2023-06-02 Portfolio Update 2023-03-03 Portfolio Update All…
TSLA is probably the most controversial stock in the market. I normally provide updates on my positions in my regular portfolio updates at the end of each earnings cycle. In the current cycle, which just began, that would be at the end of May. It’s a long time to wait given all that’s happened with…
I intend to continue posting detailed portfolio updates on a quarterly basis. For more frequent updates on the portfolio composition, I post regularly on X (formerly Twitter). The posts there can be seen by following @gauchorico. PRIOR PORTFOLIO UPDATES 2023-12-31 Portfolio Update 2023-09-01 Portfolio Update 2023-06-02 Portfolio Update 2023-03-03 Portfolio Update All Portfolio Updates PORTFOLIO…
This is the final portfolio update of 2023. The last of the portfolio companies reported their results several weeks ago. I’ve been traveling and occupied with other activities so this report is a few weeks delayed. As I’ve previously mentioned, I intend to post portfolio updates quarterly. For more frequent updates on my portfolio composition,…
This is the third portfolio update of 2023. The last of my portfolio companies, CRWD, reported results this week. I’ve made significant changes to the portfolio (which I will explain below). Again, I’ve switched to writing portfolio updates every three months or so (timed after my portfolio companies have reported their latest results). For more…
This is the second portfolio update of 2023. The last of my portfolio companies, CRWD, reported results this past week. PRIOR PORTFOLIO UPDATES 2023-03-03 Portfolio Update 2022-12-31 Portfolio Update 2021-12-31 Portfolio Update All Portfolio Updates PORTFOLIO PERFORMANCE This year is turning out to be an interesting year with a handful of companies showing tremendous strength,…
This is the first portfolio update of 2023. At the end of January, none of my portfolio companies had reported their results yet. I typically like to wait until all or most of my companies have reported before putting in the effort to write a lengthy update. I was also on vacation during the last…