Portfolio Updates (January 2021)

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 the January 2021 update…

Only one small change for January. I sold a very small position in Ford (F). I had a better use for the cash after Ford had a good run up the past few months.

Below is a list of my current portfolio and the percentage each investment takes up in the portfolio.

Stock Portfolio %
Apple 8.56%
Asana 0.19%
Box 0.42%
Berkshire Hathaway 1.95%
3D Systems 1.32%
Disney 4.27%
Fastly 0.48%
Fiverr 1.17%
Home Depot 2.82%
IBM 1.20%
JP Morgan Chase 1.94%
Coca-Cola 0.94%
McDonalds 2.04%
Microsoft 3.85%
Cloudfare 0.39%
Nike 2.09%
Starbucks 11.31%
Shopify 11.34%
Scotts Miracle Grow 2.32%
Square 4.19%
Target 4.07%
Tesla 31.91%
Twitter 0.91%
Under Armour 0.30%

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.

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

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