October 2021 Update: Investing, Beating the Market, Portfolio Updates & More

Investing, Beating the Market and Compounding returns I talk to a lot of people about investing and personal finances. Yes, I know, talking about money can be taboo, but I suppose I don’t really care. There are far too many people that need help with their finances and I think it’s a far bigger crime […]

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August 2021 Portfolio Recap & Some Earnings Notes

August was a tremendous month. My portfolio was up 14% for the month and hit an all-time high for the year with a YTD return of 40.62%! It seems Fed’s easy monetary policies combined with Jerome Powell’s solid navigation of a tapering timeline to mitigate a “taper tantrum” has enabled growth stocks to continue to […]

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August 2021 Mid-Month Portfolio Update: Lots of Changes

Earnings season is just about over, with the majority of companies having reported through August 20. It was an overall pretty solid earnings season with 87% of S&P 500 companies beating analyst expectations. The market has been pretty volatile recently due to the market freaking out about July’s FED minutes that stated the FED may […]

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Portfolio Updates & Q2 2021 Earnings Recaps – Etsy, Fiverr, DataDog, Cloudflare

Earnings season is winding down but my top few positions have yet to report: CrowdStrike ($CRWD), DocuSign ($DOCU), Zoom Video Communications ($ZM) and Upstart ($UPST). Besides Upstart announcing next week, the rest won’t announce until the last week of August if not in early September. So I am eagerly awaiting their results. Q2 earnings have […]

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