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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Semrush $SEMR – An undervalued high growth martech small-cap
I recently initiated a small starter position (< 1%) in Semrush, an “online visibility management and content marketing SaaS platform.” I personally just think of them as a powerful SEO & SEM tool. As someone who works in marketing, who actually started his career in the SEO space, I am very familiar with Semrush as […]
Continue ReadingAugust 2021 Mid-Month Portfolio Update: Lots of Changes
Earnings season is just about over, with the majority of companies having reported through August 20. It was an overall pretty solid earnings season with 87% of S&P 500 companies beating analyst expectations. The market has been pretty volatile recently due to the market freaking out about July’s FED minutes that stated the FED may […]
Continue ReadingPortfolio Updates & Q2 2021 Earnings Recaps – Etsy, Fiverr, DataDog, Cloudflare
Earnings season is winding down but my top few positions have yet to report: CrowdStrike ($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 […]
Continue ReadingJune 2021 Month End Portfolio Recap
I started my February update with Wow. What a f’ing terrible week. Good grief. *facepalm* I suppose I’ll start my June update with: What an amazing June comeback! 🚀🚀🚀 Investing in growth stocks and concentrating your entire brokerage portfolio to 20-30 core positions that aren’t terribly diversified is not for the faint of heart. After […]
Continue ReadingStock Market Recap: Week of Mar. 14 – Mar. 20, 2021
What Happened in the Market (and the World) This Week? S&P 500 return this week: -0.76%S&P 500 return YTD: 4.19%Nasdaq return this week: -0.79%Nasdaq return YTD: 2.54% Another volatile week. The market has been incredibly choppy due to fear of inflation and higher interest rates due to the 10-year and 30-year treasury yields spiking. On […]
Continue ReadingStock Market Recap: Week of Mar. 7 – Mar. 13, 2021
What Happened in the Market (and the World) This Week? S&P 500 return this week: 2.64%S&P 500 return YTD: 4.99%Nasdaq return this week: -2.06%Nasdaq return YTD: 3.09% Well, this was a very market volatile week but for the most part, it trended in the right direction 📈📈📈. The big news that calmed the markets materially […]
Continue ReadingStock Market Recap: Week of Feb. 28 – Mar. 6, 2021
What Happened in the Market (and the World) This Week? S&P 500 return this week: 0.81%S&P 500 return YTD: 2.29%Nasdaq return this week: -2.06%Nasdaq return YTD: 0.25% Wow. I thought last week was bad. This week was even worse. The 10-year treasury continues to spike up and is now in the 1.58%, up 60 basis […]
Continue ReadingWhen to Sell or Trim a Stock Position
When it comes to investing in stocks, I frequently get the question, “When do you sell a stock?” In today’s article, I’m going to review my process on how to decide when to sell or trim a stock. I’ll be using Fastly ($FSLY) as a case study in this whole process. First, a little context […]
Continue ReadingStock Market Recap: Week of Feb. 14 – 20, 2021
What Happened in the Market (and the World) This Week? S&P 500 return this week: -0.71%S&P 500 return YTD: 4.23% This was a pretty volatile week. Tech stocks got hit pretty hard early in the week but finished on a good note. Wednesday was a total bloodbath, red everywhere. The economic data that came in […]
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