Portfolio Updates (August 2021)
Here is the August Portfolio Update. For background on why I publish these portfolio updates, go read Talking About Money.
The market continues it’s great run from July. I made a lot of trades in July. As a result, August was pretty quiet. I’m happy where my portfolio is at right now.
On the crypto side of things, I sold my position in ADA. This isn’t a knock on the crypto, it just hit an all time high and it seems a good time to take some profits. I will take my change to buy baack in at a lower price. If that never happens, it won’t bother me.
I continue to dollar cost average in to Bitcoin and Ethereum. I have not made any altcoin purchases since my last update in June.
Below is a list of my current portfolio and the percentage each investment takes up in the portfolio.
| Stock | Portfolio % |
|---|---|
| AAPL - Apple | 8.50% |
| AFRM - Affirm | 0.02% |
| AMT - American Tower | 0.11% |
| ARKK - ARK Innovation ETF | 0.08% |
| ASAN - Asana | 0.33% |
| BRKB - Berkshire Hathaway | 1.79% |
| BYND - Beyond Meat | 0.06% |
| CCI - Crown Castle | 0.11% |
| COIN - Coinbase | 0.35% |
| DDD - 3D Systems | 0.98% |
| DIS - Disney | 3.98% |
| FSLY - Fastly | 0.20% |
| FVRR - Fiverr | 0.72% |
| HD - Home Depot | 3.03% |
| IBM - IBM | 1.32% |
| JPM - JP Morgan Chase | 2.25% |
| KO - Coca-Cola | 1.01% |
| LMND - Lemonade | 0.91% |
| MCD - McDonalds | 2.12% |
| MJ - MJ | 0.28% |
| MNSFT - Microsoft | 5.11% |
| NET - Cloudfare | 0.53% |
| NKE - Nike | 2.30% |
| PEP - Pepsi | 0.27% |
| RBLX - Roblox | 1.34% |
| SBUX - Starbucks | 11.77% |
| SHOP - Shopify | 12.72% |
| SMG - Scotts Miracle Grow | 1.47% |
| SQ - Square | 4.79% |
| TGT - Target | 4.99% |
| TSLA - Tesla | 23.86% |
| TWTR - Twitter | 1.10% |
| UPST - Upstart | 1.23% |
| UPWK - Upwork | 0.37% |
| Cryptocurrency | Portfolio % |
|---|---|
| BTC - Bitcoin | 53.58% |
| ETH - Ethereum | 29.94% |
| LINK - Chainlink | 4.74% |
| DOT - Polkadot | 2.53% |
| MATIC - Polygon | 8.64% |
| XLM - Stellar | 0.67% |
If you have anything you’d like to comment on or ask, please join the discussion page or message me on twitter. I will be posting more updates in the future.
One last thing before you go… I am laucnhing a new community around investing called Credo Community. Credo Membership is currently free for the first 25 members. Click here to learn more and join.