My performance for each of the last four years, since I started trying to follow the rules/principles in Sauls’ Knowledge Base and his chosen posts in the Right Side Panel, here.
2021 > +46.8%
2020 > +203%
2019 > +32.9%
2018 > +38.9%
2021>. Month. YTD
May >. +5.35%. +6.8%
June >. +15.2%. +23%
July >. +5%. +29%
August >. +24.3%. +60.5%
Sept> +2.9% +65.22%
Oct> . +16%. +91.7%
Nov>. (-)14%. +54.38%(given in error). Actual YTD 64.8%
Dec> (-)11% +46.8%
2022>. Month YTD
January: (-)22.3% (-)22.3%
February: 6.4%. (-)17.3%
March: (-)1.77%. (-)18.8%
April. (-)21.76%. (-)36.5%
April 30 Mar 31 Feb 28 Jan 31 Dec 31 Nov 30 Oct 31. Sept 30. Aug 31. July 31. June 30
Upstart **3.30%** 3.76% 14.25% 10.47% 11.28% 11.73%. 25.27% 27.52%. 22.47%. 14.76%. 13.85%. 11.39%. 0%.
Datadog. **17.72%** 17.39% 14.53% 17.54% 16.60% 16.28%. 11.91% 16.39%. 16.43%. 16.42%. 16.21%. 16.63%. 16.83%
Cloudflare **13.90%** 19.24% 18.38% 15.22% 13.48% 14.06%. 13.23%. 9.33%. 14.45% 17.60%. 16.48%. 18.92%. 25.12%
[Monday.com](http://Monday.com) **15.19%** 14.52% 13.44%.15.08% 14.39% 17.92%. 10.37%. 8.72%. 0%. 0%. 0%. 0%. 0%
Lightspeed. 0.0%. 0%. 0%. 0%. 0%. 9.75%. 8.78%. 4.40%. 0%. 0%. 0%. 0%
Zscaler. **14.87%** 13.85% 10.79%. 9.26% 8.99%. 8.64%. 7.06%. 6.51%. 0%. 2.75%. 0%. 0%. 0%
Snowflake **20.13%** 21.04% 11.98% 13.25%.12.69% 11.35%. 8.84%. 7.51%. 10.32%. 12.67%. 12.10%. 12.20%. 15.68%
ZoomInfo. **0.0%** 0.0% 9.87% 12.69% 11.11%. 9.22%. 6.72%. 7.09%. 7.75%. 7.98%. 8.12%. 10.50%. 6.32%
Crowdstrike **8.75%%** 3.91% 6.6% 6.51% 11.45%. 10.81%. 6.84%. 8.14%. 19.12% 21.50%. 22.36%. 24.19%. 24.05%
Docusign. 0.0%. 0% 0%. 0%. 0%. 0%. 0%. 6.32%. 10.88% 6.46%. 7.75%
[Bill.com](http://Bill.com) **5.01%**. 5.21% 0.0%
Palantir **1.12%**. 1.09% 0.8%
Watch List:
MongoDB. I don’t believe they’ll ever be more than 75% Atlas (Saas) and I’m not as confident in my understanding Mongo’s value proposition as I am of those in my current portfolio.
When reading the following keep in mind that this portfolio remains ~95% of what my immediate family will live on in retirement. This portfolio is what is in our non-taxable Roth and Rollover IRAs only. We have not added any money to these accounts for many years. To buy something I’ve sold something else. I don’t trade options or use any leverage. I stay fully invested at all times and keep less than 1% in cash.
1 Decision this month.
4/13/21
What I did:
I sold ~20% of a ~20% position in Cloudflare @$121 to double my ~4% position in Crowdstrike @$235 (CRWD up 23% from when I sold it on 3/11/22)
Why I did it:
Last month I said I’d sold what was a 7.5% position in Crowdstrike due to flat revenue growth ‘not being good enough’ adding that this was likely an emotional response of mine. Well I’m not sorry I added to other higher confidence positions; but, clearly I now believe my reasoning at the time was otherwise flawed. I added back 1/2 of it before last month was over. And added back a little more than the rest today.
Crowdstrikes ability to Scale their customer count, Scale their Operations, Scale their Platform, and keep Expanding their Market. earns it a more substantial position size in my portfolio. I agree with George Kurtz, Founder/CEO Crowdstrike when he said Crowstrike is a ‘Generational Company’. (Like Tesla will have shaped the future for generations, I believe Crowstrikes’ contributions, with its’ Cloudified AI enabled Threat Graph, will shape the future of the Internet and therefore also shape the future for generations.)
I was up 40% on the amount of Cloudflare I sold today from what I had added to Cloudflare on 3/14/22. And a 20% position in Cloudflare was just a little too high an allocation for my confidence level, given what Founder/CEO Prince said last Q CC regarding 2022 being another build year for this company.
Today 4/29/22
Per Muji’s Pemium Service- Cloudflare’s real-time stats show now having over 121 Tbps global network capacity – over double the reported 58Tbps a year ago!
Cloudflare’s currently has 275 Points of Presence and their movement into Large Offices is apparently going well; however, I don’t have any numbers on the Office roll out.
And although Cloudflare has often said that they are not building out infrastructure prior to demand for it…
Cloudflare CFO said in last Q CC, And the first question is how many of the workloads that we today centrally compute moving to the network? Is that 20%, 30%, 40%? Are we increasing the market? Are we enabling business models – new business models with the ability to compute at the edge of our network. We think we do. If we look at our use cases, there are so many interesting things. So, how do you now get those two things together is not easy without getting – making the numbers too big too fast. And what I think is helping us out that we said monetization is not really our first priority. We want to get adoption out. We want to be in as many hands of developers as we can. We want to get diversity of interesting use cases and make the eminent and prominent edge computing platform. So, we can put in a way on how big is the market because that is not really first priority at this point in time.
As a habit, when I make investing decisions I’m thinking out 1-3 years. When I do make a short term decision, it’s almost alway based on an obvious market disconnect between how the companies were performing and a share price over reaction based on something outside of what the companies were doing.
Heartfelt thanks to those following the rules of this great Board! I’m grateful to be one in a group of individuals who’ve come together with these rules as an agreed upon standard.
Special thanks to Saul and all the Board Managers for insisting on these now absolutely necessary standards of conduct. https://discussion.fool.com/monday-morning-rules-of-the-board-34…
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2020 Portfolio Summaries here: https://discussion.fool.com/jason8217s-2020-port-review-34708368…
2021: Porfolio Summaries here: https://discussion.fool.com/jason8217s-december-portfolio-decisi…
1/31/22 Monthly Portfolio Summary here: https://discussion.fool.com/jason8217s-january-investing-decisio…
2/28/22 Monthly Portfolio Summary here: https://discussion.fool.com/jason8217s-feb-investing-decisions-3…
3/31/22 Monthly Portfolio Summary here: https://discussion.fool.com/jason8217s-march-portfolio-summary-3…