My Investment Profile - How Am I Doing? - March 26, 2021

Source: PixabaySource


This is Day 3 of my portfolio sharing with the hive/leo community.

The bloodbath that started last week continues today and it wiped yesterday's gains and then some. I do not sell when the markets are going down, I rather buy more and invest rather than trade.

Buying more of the stocks that are already in loss gives me a better average cost-basis and helps me recover my losses earlier and faster.

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. The first target this year is to beat last year's gains and the second target is to catch up with ARKK (which made over 120% last year).

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 Portfolio (short-term)

Stocks

Major Portfolio with long-term investment

Performance Comparison

Portfolio Comparison YTD - Friday - March 26, 2021
Portfolio Comparison YTD - Friday - March 26, 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, as I mentioned earlier at the beginning of this writeup, I was doing great at 30%, but March dealt a striking blow to all my gains, and my gains have shrunk to a whopping 3.8% so far this year. I am still doing better than the ARKK, but S&P has more gains this year as of today.


Portfolio


Portfolio YTD - Friday - March 26, 2021
Portfolio YTD - Friday - March 26, 2021

With today's loss of over 3.32%, I am up by 3.81% YTD.
Major Winners include BNGO, BA, NNDM, and AGTC.

The portfolio consists of multiple sectors including Healthcare (growth), Technology (blue chip and growth), Travel & Aerospace, Electronics & Automobile(EV), etc.
Following is the list of holdings and the percentage of my total investment in each.

TickerNameTarget InvestmentCurrent InvestmentToday's Gain
FUBOFubotv Inc11.00%9.08%-15.49%
BABoeing Co20.00%20.33%-0.94%
AAPLApple Inc.6%6.44%0.51%
MSFTMicrosoft Corporation6.00%5.89%1.78%
TSLATesla Inc6.00%6.17%-3.39%
CRSPCrispr Therapeutics AG12.00%11.55%-2.93%
PLTRPalantir Technologies Inc5.00%5.63%0.04%
NNDMNano Dimension Ltd.3.00%2.91%-2.34%
BNGOBioNano Genomics Inc1.00%1.29%-1.90%
NIONio Inc7.00%7.50%-4.77%
STPKStar Peak Energy4.00%4.55%-3.66%
CCIVApplied Genetic Technologies Co6.00%6.69%-4.20%
OPENOpendoor5.00%4.61%-4.58%
VIEWView Inc.3.00%2.60%5.66%
AGTCApplied Genetic Technologies Co5.00%4.73%-3.42%

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 1620% YTD

TickerNameTarget InvestmentCurrent InvestmentToday's Gain
ADACardano35.00%34.66%9.15%
SCSia Coin25.00%24.49%13.80%
RDDREDD Coin10.00%18.26%5.05%
XVGVerge10.00%10.53%8.94%
XLMSteller Lumens10.00%7.05%5.65%
XRPRipple10.00%4.87%7.92%
Portfolio 2

With gains of 54.55% YTD

TickerNameTarget InvestmentCurrent InvestmentToday's Gain
BATBasic Attention Token35.00%37.72%6.51%
XLMSteller Lumens30%33.23%3.90%
ADACardano15.00%16.86%7.82%
XRPRipple20.00%12.17%7.92%

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.

Posted Using LeoFinance Beta