My Investment Profile - How Am I Doing? - March 24, 2021
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Over the past few weeks, I have been on a losing streak in my stock portfolio and cryptocurrencies. I choose my stocks after extensive research and I put my money on the ideas and products that I believe have great potential and I do have very carefully balanced sector-based investments.
Last year I made over 50% gains doing the same thing, and this year until the end of February 2021, I had gained over 30% in YTD.
I would like to share my progress and maybe someone finds it helpful or has some suggestions to make.
I manage my stocks in 3 different portfolios,
- Major portfolio (long-term)
- Small portfolio (short-term)
- Penny stocks (short-term)
Stocks (Major Portfolio with long-term investment)
Performance Comparison
Portfolio Comparison YTD - Wednesday - March 24, 2021
I have put together a comparison mechanism to check my performance Year-to-date and I am comparing my performance with following
- ARKK (with over 120% gains last year, this year it is around 8% down)
- S&P (with 15.76% last year, is so far 3.54% up)
- and others... as you can see in the image above.
I majorly compare myself with S&P, but since ARKK is a new phenomenon, I do try to perform better than that. This year, I am doing better than both so far. It is a WIN for me as of now.
Portfolio
Portfolio YTD - Wednesday - March 24, 2021
With today's losses of over 6%, I am still up by 5.16% YTD. The portfolio is divided between multiple sectors. Here is how much of each stock I am invested in.
| Ticker | Name | Target Investment | Current Investment |
|---|---|---|---|
| FUBO | Fubotv Inc | 11.00% | 11.01% |
| BA | Boeing Co | 20.00% | 19.61% |
| AAPL | Apple Inc. | 6% | 6.30% |
| MSFT | Microsoft Corporation | 6.00% | 5.79% |
| TSLA | Tesla Inc | 6.00% | 6.20% |
| CRSP | Crispr Therapeutics AG | 12.00% | 11.84% |
| PLTR | Palantir Technologies Inc | 5.00% | 5.38% |
| NNDM | Nano Dimension Ltd. | 3.00% | 2.75% |
| BNGO | BioNano Genomics Inc | 1.00% | 1.22% |
| NIO | Nio Inc | 7.00% | 7.57% |
| STPK | Star Peak Energy | 4.00% | 4.04% |
| CCIV | Applied Genetic Technologies Co | 6.00% | 6.47% |
| OPEN | Opendoor | 5.00% | 4.61% |
| VIEW | View Inc. | 3.00% | 2.50% |
| AGTC | Applied Genetic Technologies Co | 5.00% | 4.65% |
Crytpcurrencies
I manage 2 different portfolios in Cryptocurrencies, just based on exchanges.
I do not trade in HIVE and STEEM, I just have them in my respective platforms as power.
Portfolio 1
With gains of 1350% YTD
| Ticker | Name | Target Investment | Current Investment |
|---|---|---|---|
| ADA | Cardano | 35.00% | 34.54% |
| SC | Sia Coin | 25.00% | 24.43% |
| RDD | REDD Coin | 10.00% | 17.76% |
| XVG | Verge | 10.00% | 10.90% |
| XLM | Steller Lumens | 10.00% | 7.56% |
| XRP | Ripple | 10.00% | 4.81% |
Portfolio 2
With gains of 67% YTD
| Ticker | Name | Target Investment | Current Investment |
|---|---|---|---|
| BAT | Basic Attention Token | 35.00% | 37.40% |
| XLM | Steller Lumens | 30% | 33.83% |
| ADA | Cardano | 15.00% | 15.87% |
| XRP | Ripple | 20.00% | 12.90% |
Do tell me about your thoughts, let me know where I am wrong, and what you think about my portfolio. I intend to share this regularly just to keep myself in check and to share my performance.
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