Since the time I began to try to follow Saul’s advice and listen to the contributions from everyone here:
| Year | % Change |
|---|---|
| 2018 | +38.9% |
| 2019 | +32.9% |
| 2020 | +203% |
| 2021 | +46.8% |
| 2022 | (-)58.55% |
For example only, if I started with $100 at beginning of 2018- end if 2018 = 138.9%
138.932.9% for 2019 = 184.6% at end of 2019. 184.6203%= 559.3% at end of 2020. 559.346.6%= 820% after four years, at end of 2021. 820(-)58.55% = 339.89% after 5 years, at end of 2022. 340*46.8%=499% after 5 yrs and 8 mos.
| 2023 | Month to Date | Year to Date |
|---|---|---|
| January | +14% | +14% |
| February | +6.45% | +21.2% |
| March | +1.55% | +23.13% |
| April | (-)14.5% | +5.28% |
| May | +31.5% | +38.4% |
| June | +7.3% | +48.5% |
| July | +4.4% | +54.5% |
| August | (-)5% | +46.8% |
| September | (-)2.5% | +43.1% |
| 9/30/23 | 8/31/23 | 7/31/23 | 6/30/23 | 5/31/23 | 4/30/23 | 3/31/23 | |
|---|---|---|---|---|---|---|---|
| Tesla | 31.46% | 31.63% | 35.02% | 33.69% | 33.11% | 31.07% | 30.32% |
| Snowflake | 19.21% | 14.95% | 20.01% | 15.99% | 16.03% | 31.64% | 28.18% |
| Cloudflare | 12.58% | 17.93% | 19.26% | 19.80% | 33.8% | 28.65% | 27.03% |
| Pure Storage | 10.08% | 8.97% | |||||
| Samsara’s | 9.69% | 8.38% | |||||
| Nvidia | 6.84% | ||||||
| Crowdstrike | 5.26% | 9.98% | 14.11% | 13.34% | |||
| Zscaler | 4.89% | ||||||
| Monday | 0% | 8.15% | 7.89% | 14.26% | 16.16% | ||
| Datadog | 0% | 7.20% | 13.27% | ||||
| MongoDB | 0% | ||||||
| Cash | 0% | 3.7% | 2.42% |
This portfolio is what is in my family’s non-taxable Roth and Rollover IRAs only. It contains the bulk of what we’ll live on during retirement. 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, on average, less than 1% in cash.
I will not include why I made the changes this month. I could easily reverse nearly all the changes I’ve made in the last 4-5 months, due solely to my individual risk profile and circumstances. I don’t see how that contributes here.
I include my current portfolio mostly out of habit now. I thank everyone here for helping me flesh out my reasoning, with all your wonderful posts. I’m sincerely grateful for the bouncing around of ideas with ya’ll.
Best wishes to all,
Jason