2021-02-12 Portfolio Update
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,…
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,…
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…
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…
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…
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…
This year is now ¾ of the way through. I did not post an August portfolio update so this update includes the period between Aug 7 and Sept 30. DATE GR Portfolio (YTD) S&P500 Total…
I wanted to wait to post a portfolio update until the portfolio companies reported results this week. FSLY, AYX, LVGO, DDOG, and NET have now reported their results. This update is through August 7, 2020.…
The last portfolio update included my thoughts on the latest earnings results. I gave my opinion then and since then there have been no new earnings releases for any of the portfolio companies. We now…
I wanted to wait until all my portfolio companies had reported earnings before posting another portfolio update. CRWD and ZM reported results on June 2nd so now all my portfolio companies have their March/April quarters’…
In addition to providing a portfolio update, this write-up will also expand on what is happening in the world as I see it. There have been an unprecedented number of facts to absorb. For me,…