0 buys this month
0 sells
0 skill
0 effort
0 checking the market
0 worry
Anaplan (PLAN) was purchased by Thomas Bravo on 6/22/2022 for $63.75/share in cash.
This amount went into the cash bucket for the Carefree Port, and will be redeployed
on December 30, 2022 when we do the annual rebalance.
Shopify (SHOP) split 10 for 1 on 6/29/2022, but this had no effect on the portfolio.
Since
YTD 12/31/2019
------- ----------
Carefree Cloud Portfolio - 44.0% + 10.7%
EMCLOUD Index - 45.9% + 10.6%
WCLD ETF - 46.0% + 9.7%
SPY - S&P 500 ETF - 20.6% + 17.2%
QQQ - NASDAQ 100 ETF - 29.6% + 31.8%
Note:
-
The sample sizes here are WAY too small to draw any meaningful conclusions. For
more on small sample size, do a search on “The Law of Small Numbers”. -
This is a real-money port. However, a 100% permanent loss here wouldn’t affect
my retirement or other financial goals one bit. In other words, heads I win, tails
I scrape my elbow, but it doesn’t kill me. That’s the real reason this portfolio
is carefree, not just because there’s no work or study or skill required.
Best,
Ears