My Investment Profile - How Am I Doing? - March 24, 2021

Source: Pixabay
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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,

  1. Major portfolio (long-term)
  2. Small portfolio (short-term)
  3. Penny stocks (short-term)

Stocks (Major Portfolio with long-term investment)

Performance Comparison

Portfolio Comparison YTD - Wednesday - March 24, 2021
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

  1. ARKK (with over 120% gains last year, this year it is around 8% down)
  2. S&P (with 15.76% last year, is so far 3.54% up)
  3. 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
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.

TickerNameTarget InvestmentCurrent Investment
FUBOFubotv Inc11.00%11.01%
BABoeing Co20.00%19.61%
AAPLApple Inc.6%6.30%
MSFTMicrosoft Corporation6.00%5.79%
TSLATesla Inc6.00%6.20%
CRSPCrispr Therapeutics AG12.00%11.84%
PLTRPalantir Technologies Inc5.00%5.38%
NNDMNano Dimension Ltd.3.00%2.75%
BNGOBioNano Genomics Inc1.00%1.22%
NIONio Inc7.00%7.57%
STPKStar Peak Energy4.00%4.04%
CCIVApplied Genetic Technologies Co6.00%6.47%
OPENOpendoor5.00%4.61%
VIEWView Inc.3.00%2.50%
AGTCApplied Genetic Technologies Co5.00%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

TickerNameTarget InvestmentCurrent Investment
ADACardano35.00%34.54%
SCSia Coin25.00%24.43%
RDDREDD Coin10.00%17.76%
XVGVerge10.00%10.90%
XLMSteller Lumens10.00%7.56%
XRPRipple10.00%4.81%

Portfolio 2

With gains of 67% YTD

TickerNameTarget InvestmentCurrent Investment
BATBasic Attention Token35.00%37.40%
XLMSteller Lumens30%33.83%
ADACardano15.00%15.87%
XRPRipple20.00%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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