My Portfolio (live)

A detailed breakdown of my current portfolio and how it is performing. All my holdings are long, with a minimum 20 year investment horizon. Short term gains mean little in the grand scheme of things.

The list is arranged in terms of weightage. The higher up the ticker is on this list, the more weight this ticker has within the portfolio.

The Portfolio.

Inception Date : March 2020

Data below was last updated : 27 January 2022

Roughly 70% of this portfolio’s cost basis is concentrated in the following 4 companies. All 4 companies are high conviction bets on a 20 year horizon for me. I am looking to add more of such companies to this portfolio.

1. Alibaba (avg price $HK 174.32) : -37% (down)

2. Tesla (avg price $568) : +64%

3. Amazon (avg price $3155) : -12% (down)

4. Facebook (avg price $288.74) : +2.4%

Roughly 30% of this portfolio’s cost basis is invested in the following 12 companies. The largest position in this lot is Peloton and it makes up 3% of the entire portfolio’s cost basis. These firms weren’t cheap when I bought them and many have uncertain future cash flows. Because of this, I keep each position small.

1. Peloton (avg price $100.81) : -75% (down)

2. Netflix (avg price $515.68) : -28% (down)

3. Square (avg price $194.37) : -43% (down)

4. Zillow (avg price $88.89) : -46% (down)

5. Disney (avg price $175.13) : -24% (down)

6. Twilio (avg price $287.67) : -36% (down)

7. Palantir (avg price $20) : -35% (down)

8. Lemonade (avg price $104.66) : -73% (down)

9. Airbnb (avg price $179.88) : -21% (down)

10. Crowdstrike (avg price $125) : +28%

11. WM Technology (avg price $13.27) : -65% (down)

12. Fastly (avg price $75.46) : -65% (down)

Simple Returns to date (since March 2020) : -6.2% (calculated by taking Current Market Value of all positions and dividing by Total Cost Basis). No time weighting or cumulative performance is used since I deposit money every month into this portfolio. Total Cost Basis is not adjusted for inflation / present value. It’s a simple return calculation.

Note : I am not a financial advisor and this is my personal portfolio. Do not blindly follow and do your due diligence. You can lose money by investing in the stock market.