Bear's Portfolio through Sep 2020

PaulWBryant · October 1, 2020, 3:53pm

My 2020 Portfolio Performance YTD as of


Jan +23.79%
Feb +26.86%
Mar +10.12%
Apr +31.49%
May +62.13%
Jun +118.30%
Jul +153.87%
Aug +210.88% (actually, as of midday 9/3)
Sep +239.00%

My Current Allocations


Ticker	Curr%	Mo Ch	YTD Ch
ZM	19.2%	2.7%	590.9%
CRWD	15.3%	-4.4%	175.4%
FSLY	14.7%	-1.8%	366.8%
PTON	9.3%	18.6%	249.4%
NET	8.6%	3.3%	140.7%
DOCU	5.4%	-19.9%	190.4%

LLNW	1.6%	0.2%	41.2%
ETSY	0.5%	-2.7%	174.6%
ZEN	0.5%	-0.2%	34.3%
options	1.1%	***

cash	23.6%

*** ”options” includes non-LEAPs only…I included LEAPs in the above portfolio percentages for each position.

New 2020
January - PINS
February - none
March - OKTA
April - ROKU
May - LVGO (again), WORK, FSLY, PLAN
June - DOCU, LLNW
July - PD, PTON, TCDA
August - NET, ETSY
September - DOCU (again), ZEN

Sold 2020
January - none
February - HUBS
March - SQ, LVGO, MDB
April - OKTA
May - PLAN, PINS, SMAR, DDOG
June - ESTC, WORK
July - DOCU, LVGO
August - PD
September - TCDA, ROKU, AYX

Thoughts about the month

This month I concentrated my portfolio into 6 main high-confidence positions:

ZM
CRWD
FSLY
PTON
NET
DOCU

DOCU is a new one and I wrote about my thoughts here: https://discussion.fool.com/thanks-for-bringing-it-up-jason-i-ha…

Other positions are quite small and amount to “radar stocks,” for now. I won’t waste the board’s time on these, as I’m still figuring out how I feel about them myself.

In a year when my entire portfolio is up 239%, something I thought would never happen, I’d be lying if I said I didn’t expect a buying opportunity (aka pullback) on the stocks I hold, and others like them. I’m invested enough that I’m happy if it’s another 6 months or more before this happens, but I’m also holding enough cash so that when it does happen, I’ll be ready to buy.

Stay long, stay safe, be kind, be happy.

Bear

“Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.” - Attributed to Albert Einstein

Previous Month Summaries

Dec 2016 (contains links to all 2016 monthly posts): http://discussion.fool.com/bear39s-portfolio-at-the-end-of-2016-…
Dec 2017 (contains links to all 2017 monthly posts): http://discussion.fool.com/bear39s-portfolio-through-dec-2017-32…
Dec 2018 (contains links to all 2018 monthly posts): https://discussion.fool.com/bear39s-portfolio-through-dec-2018-3…
Dec 2019 (contains links to all 2019 monthly posts): https://discussion.fool.com/bear39s-portfolio-through-dec-2019-3…