2018 was the year that I promised myself that I would post my results monthly. Like many of you shared, it helped me, the poster, to better understand why I purchased what I had, and to better justify my decision(s) to sell. During Q4 of 2018 – I kept up with my results, however, I didn’t share here on the board. Why? I knew that I wanted to improve my content (that takes time that I didn’t have), and I changed jobs.
Faithfully placing my stocks into a spreadsheet, reading messages on various Motley Fool Boards (Saul’s, NPI, Stock Advisor Investing Lounge, Rule Breaker New Stock Ideas, and Supernova), I’ve found that my viewpoint has changed. Thanks to some thoughtful contributions from fellow poster here – I’ve managed to trim NFLX and AAPL.
Summary of results: YTD +18%
TOP 10 % Growth (comparing 1/31/2019 to 12/31/2018)
NFLX 14% $$ 9% MDB 8% AYX 7% OKTA 6% TWLO 6% MFA 4% TTD 4% ZS 4% TOTAL 68% of total portfolio
What else do I have?
AAPL, TEAM, BR, DOCU, ESTC, GH, ISRG, MA, PAYC, SHOP, and ZUO.
Why do I own what I have?
Part of my portfolio are remnants of the way I invested in the past, and I still believe in them.
I would lump Atlassian, Intuitive Surgical, Netflix, Mastercard, Paycom, and MFA in that category.
MFA is a REIT that pays a handsome dividend quarter in and quarter out.
There are two that I’m considering reducing or outright selling: Apple and Broadridge.
I like both companies, but I want to follow fewer companies.
Also - I hope to be in the position to step back, work part time, and I want a bit of a cash cushion to work with.
Perhaps this will always be a work in progress. Our outlook changes, new companies are created, we as investors adapt, and family dynamics evolve.
Thanks to all of you, and here's to a great 2019!
~Tracy
As one who encouraged you to trim that Netflix position (I recall it was around 30% at one point!), I really enjoy seeing your progress. I know Saul encouraged you to trim it, too. I remember you committing to do so and it looks like you have done a great job!
I also can’t help but smile at how incredibly your top 10 percentage growers did in January! Maybe that will encourage you to get more of this type of company into the top 10 allocations at some point.
Thanks, Bear! In fact, I whittled Apple further down today, plus sold Broadridge Financial. One skill I want to improve is how to smartly redeploy the cash to one of my existing top 10 positions. I sold Netflix 4 different times last year, and the growth continues. However, I’m breathing easier because the Netflix position isn’t swamping my portfolio.
It takes a lot of guts to publish your port. Good job! And I hope you could reduce your hours of work.
I don’t know if you were the one who objected to previous sexist language while discussing stocks. Today there was another post. I generally find sexist language on boards offensive. Therefore, I replied here: https://discussion.fool.com/the-real-secret-is-learning-to-only-….
It takes a lot of guts to publish your port. Good job! And I hope you could reduce your hours of work.
I don’t know if you were the one who objected to previous sexist language while discussing stocks. Today there was another post. I generally find sexist language on boards offensive. Therefore, I replied here: https://discussion.fool.com/the-real-secret-is-learning-to-only-……
Best,
I. M.
I am the author of the post that you are offended by. My post stands as written.
This is the second time we have crossed on this issue. My post stands.
