Please do not replicate my investment strategy. While the majority of my portfolio is invested conservatively, a portion is allocated to riskier securities aimed at boosting my overall returns. This page details that riskier portion. Although these investments often perform better than the indexes, my risk tolerance and preferences may differ significantly from the average investor. I do not directly recommend any stocks or assets for purchase; nothing on this page should be taken as a recommendation. It is crucial for you to make investment decisions that best suit your own financial goals and risk preferences.
My performance as of end of June ’23
2023
My Portfolio
S&P500
Jan
12.4%
6.2%
Feb
17.5%
3.4%
Mar
21.0%
7.0%
Apr
3.8%
8.6%
May
38.3%
8.9%
Jun
44.3%
15.9%
Jul
51.2%
17.8%
Aug
Sep
Oct
Nov
Dec
Year to date
51.2%
17.8%
My allocations as of end of June ’23
Stock
July ’23
Cloudflare
27.1%
DataDog
16.2%
Samsara
11.1%
Enphase Energy
10.2%
Tesla
8.4%
Monday.com
6.1%
IVV
5.4%
Intel
5.0%
Bill
4.7%
Qualcomm
3.6%
Adobe
2.1%
Cash
0.2%
Portfolio changes during the last month
IVV – Opened a new position in a fund following S&P500
INTC – Added to my existing position in Intel.
ENPH – Added to my existing position in Enphase Energy
BILL – Added a little to my existing position in Bill
