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 losses 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 : 23 September 2022

Weightage is by cost basis, not market value. This better reflects asset allocation.

1. Alibaba (avg price $HK 162.99) : -52% (down) - WEIGHT 22.6%

2. Meta (avg price US$262.69) : -46% (down) - WEIGHT 12.5%

3. Amazon (avg price US$149.58) : -22% (down) - WEIGHT 11.6%

4. Alphabet (avg price US$109.26) : -8.4% (down) -WEIGHT 10.6%

5. Palantir (avg price US$13.21) : -44% (down) - WEIGHT 9.3%

6. Tesla (avg price US$206.72) : +40% (up) - WEIGHT 8.7%

7. KKR (avg price US$49.83) : -9.5% (down) - WEIGHT 5.7%

8. Zillow (avg price US$88.89) : -66% (down) - WEIGHT 3.4%

9. Peloton (avg price US$100.81) : -91% (down) - WEIGHT 3.1%

10. Netflix (avg price US$515.68) : -54% (down) - WEIGHT 2.1%

11. Tencent (avg price HK$317.88) : -13% (down) - WEIGHT 2.1%

12. Square (avg price US$194.37) : -71% (down) - WEIGHT 1.9%

13. Twilio (avg price US$284.96) : -76% (down) - WEIGHT 1.9%

14. Disney (avg price US$175.13) : -42% (down) - WEIGHT 1.4%

15. Lemonade (avg price US$104.66) : -80% (down) - WEIGHT 1.0%

16. Airbnb (avg price US$179.88) : -42% (down) - WEIGHT 0.9%

17. WM Technology (avg price US$12.70) : -86% (down) - WEIGHT 0.7%

18. Fastly (avg price US$74.56) : -89% down) 1.04k - WEIGHT 0.5%

Simple Returns to date (since March 2020) : -29% (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.