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.

Want to discuss? Message me on Twitter (@swoicik) or join the GitHub Discussions.


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