Portfolio Updates (November 2020)
Not too long ago, I published Talking About Money on this site. That posts makes the argument that money should be a topic of conversation. It’s the only way everyone will understand it better.
In that post I shared my current investing portfolio and promised to post regular updates. Here is that first update…
Over the past month, I have been very active in my portfolio. I typically go months between active trades. This past month I added 6 stocks to my portfolio. They are the bolded ones in the chart. 5 of them are reletively small positions in what I consider high growth potential stocks. 1 (Coca-Cola) is a dividend stock I have wanted to add for quite some time.
Below is a list of my current portfolio and the percentage each investment takes up in the portfolio.
| Stock | Portfolio % |
|---|---|
| Apple | 9.10% |
| Asana | 0.14% |
| Box | 0.49% |
| Berkshire Hathaway | 2.64% |
| 3D Systems | 0.29% |
| Disney | 4.07% |
| Ford | 0.05% |
| F5 Networks | 3.45% |
| Fastly | 0.41% |
| Fiverr | 0.96%` |
| Home Depot | 3.66% |
| IBM | 1.54% |
| JP Morgan Chase | 1.96% |
| Coca-Cola | 1.26% |
| Microsoft | 4.60% |
| Cloudfare | 0.33% |
| Nike | 2.47% |
| Starbucks | 12.70% |
| Shopify | 12.00% |
| Scotts Miracle Grow | 2.13% |
| Square | 4.09% |
| Target | 4.43% |
| Tesla | 25.80% |
| 1.03% | |
| Under Armour | 0.33% |
If you have anything you’d like to discuss or questions, please reach out to me on twitter. I will be posting more updates in the future.