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 discuss, so I decided to write this relatively short write-up at the end of July. PRIOR PORTFOLIO UPDATES 2021-06-30 Portfolio…
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% 1.7% Mar -13.2% 6.2% Apr -1.5% 11.8% May 3.4% 12.6% Jun 28.0% 15.3% The previous ATH for the portfolio was…
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 my brief take on each result later in the post. Now that all of the portfolio companies have reported their…
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 for DDOG and NET which both reported on 6May. I plan to post the next portfolio update after the first…
Now all of my companies have reported their Dec or Jan quarters. The companies that reported results since my 12Feb portfolio update will be discussed in detail below. PRIOR PORTFOLIO UPDATES 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%…
I prefer to write portfolio updates after some of my portfolio companies have reported quarterly results, and this may not coincide with the end of a month. So far this earnings season, LSPD, PTON, DDOG, and NET have reported their results. I plan to write my next portfolio update at the end of March, after…
YEAR RETURN CUMULATIVERETURN 2017 +61.6% +61.6% 2018 +55.9% +152.0% 2019 +41.8% +257.3% 2020 +245.6% +1134.7% 2021* +3.1% +1173.0% *YTD through 31Jan all returns are pretax 2020 was such a spectacular year that it will be a very hard act to follow. While the early 2021 returns for the GauchoRico portfolio and the overall stock market…
The year 2020 was unlike any other. Certainly within my lifetime, this past year was the most disruptive. The number of deaths and personal turmoil felt by millions around the world were and continue to be tragic. Fortunately, we can all look to a better and brighter future in that respect. While things are currently…
There are only 17 ½ more trading days left in 2020. What a year. The dichotomy between the portfolio returns and the hardships experienced by tens of millions of people around the world seems almost unbelievable and it makes me feel very grateful and fortunate. I always try to look at things in a positive…
PORTFOLIO PERFORMANCE DATE GR Portfolio (YTD) S&P500 Total Return (YTD) Jan +25.7% 0.0% Feb +27.7% -8.3% Mar -2.9% -19.6% Apr +16.7% -9.3% May +64.7% -5.0% Jun +110.3% -3.1% Jul +144.7% +2.4% Aug +144.3% +9.7% Sep +187.0% +5.6% Oct +172.6% +2.8% Overall, the portfolio is down 5.0% in the month of October, but as you will…