GauchoRico Portfolio Update 6/30/21

The full portfolio update is available on my website/blog:

https://gauchorico.com/2021-06-30-portfolio-update/

We are still in between earnings cycles for all of the portfolio companies so I focused the majority of this month’s update on leverage and options to explain my results and my rationale for decisions about leverage. Most of the update is off-topic for Saul’s board so Saul asked me not to post the full update here.

I’ll just post my allocations and returns here. If anyone is interested in reading more, please click the link above.

ALLOCATIONS


CRWD 19.9%
NET  15.9%
DDOG 15.7%
DOCU 12.6%
LSPD 11.3%
UPST  7.8%
ZM    5.8%
SNOW  5.6%
GOLD  2.0%
cash  6.5%

YTD RETURNS BY MONTH


Jan  +3.1%
Feb  -1.2%
Mar -13.2%
Apr  -1.5%
May  +3.4%
Jun +28.0%

YTD HIGH AND LOW


YTD low (13May):   -23.5%
YTD high (29Jun):  +31.2%

I’ll likely post the next update in mid-August after the 30Jun quarterly results have been reported.

GR

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