I appreciate all the great reviews here and hope there’s a sliver of usefulness in sharing mine, as well. Saul, best of luck with your healing.
My last update was at the end of June: https://discussion.fool.com/gtechie-portfolio-update-june-2020-3…
Prior to that was in January, before really taking anything here to heart: https://discussion.fool.com/gtechie-portfolio-update-34381331.as… Oh, what a difference 9 months makes!
2020 Results:
YTD vs S&P CAGR (since Feb 2017 when I began tracking it)
Jan 10% 9% 24%
Feb 7% 15% 22%
Mar -7% 14% 16%
Apr 13% 23% 23%
May 41% 46% 31%
Jun 61% 66% 35%
Jul 76% 76% 38%
Aug 101% 101% 42%
Sep 99% 95% 40%
September Portfolio and Results:
10/01/2020 6/29/2020 1/8/2020
TSLA Tesla 11.9% 7.6% 7%
DDOG datadog 10.6% 7.0% 2%
CRWD Crowdstrike 9.7% 6.2% 2%
MELI Mercadolibre 9.4% 11.0% 11%
ZM Zoom Video Comm 7.2% 3.6% 1-2%
NFLX Netflix 7.0% 8.5% 10%
AMZN Amazon 6.2% 6.9% 7%
FSLY Fastly 5.3% 0.5% -
NET Cloudflare 4.2% - -
TTD The Trade Desk 4.2% 4.8% 5%
ISRG Intuitive Surgical 4.1% 4.4% 7%
ZS Zscaler 3.4% 3.2% 4%
OKTA Okta 3.3% 3.8% 4%
MDB Mongo DB 3.0% 3.8% 4%
TWLO Twilio 2.9% 3.1% 2%
PYPL Paypal 1.9% 2.4% 2%
SHOP Shopify 1.8% 2.0% 1-2%
COUP Coupa 1.5% 1.7% 0-1%
AYX Alteryx 0.9% 8.4% 7%
DIS Walt Disney 0.7% 2.2% 5%
VEEV Veeva Systems 0.5% 0.9% 1-2%
TEAM Atlassian 0.2% - -
LVGO Livongo - 1.4% 0
ESTC Elastic - 1.3% 0
ILMN Illumina - 0.9% 1-2%
GOOG Alphabet - 0.9% 3%
AAPL Apple - 0.6% 1-2%
COST Costco Wholesale - 0.5% 1-2%
ZEN Zendesk - 0.5% 1-2%
KMI Kinder Morgan - 0.4% 1-2%
OLED Universal Display - 0.4% 2%
SBUX Starbucks Corp - 0.4% 2%
AMT American Tower - 0.3% 0-1%
WDAY Workday - 0.3% 0-1%
ABMD Abiomed - 0.2% 0-1%
My watch list includes DOCU (y’all can be pretty convincing!), SNOW (eager to see some earnings reports), and TDOC (I sold LVGO after the announcement, but will quickly buy back if it looks like the merger is going well).
Just a few random thoughts:
DDOG, CRWD, ZM, FSLY, NET: these are where all my new money has been going.
TSLA: Seems to be hitting on all cylinders (ahem) but I might readjust some $$ from here to the 5 names above.
MELI: I’m happy to have this up in my top tier of companies. MercadoPago is the main thing to watch.
NFLX, AMZN: slowly trimming, but Mrs. GTechie’s wants them in her Roth so there we have it.
VEEV: no real love here, need to catch back up to ensure the numbers are still on track.
TEAM: I bought in when Bert did about a month ago… we’ll see how their next earnings report looks.
I’m content to hold onto the rest and see how earnings play out. But I’ve spent the past couple months getting out of the companies I’ve owned for ages that just aren’t keeping up anymore, and suspect that trend to continue on. I’m looking at my portfolio of 22 companies, wondering if I would keep any of the bottom 11 over any of the top 11… I’ll mull that over and consider shifting some cash into the top half.