Portfolio Updates (March 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 March 2021 update…
I sold Under Armour. I have had a very small position in them for a long time that has not done will. With the recent market run up, the stock had just a bit of profit and I had better investments for the money. 3D Systems is also on my short lists for stocks I may be selling soon to re-invest the money elsewhere.
I took three small positions in Lemonade, Upstart, and Upwork. Three stocks I plan to add more to in the future. I wanted to start getting some money in the game though.
The last addiition was just added yesterday, Roblox. Roblox had their IPO on March 10th. This is a stock I have been very excited about. If you don’t know what Roblox is, you likely don’t have a child in grade school. It’s a massive gaming, creating, and social network for the younger generation. It feels like a more advanced Minecraft. I added a small position on the IPO. I will most likey wait a couple weeks for things to setting down before adding more to the position.
Below is a list of my current portfolio and the percentage each investment takes up in the portfolio.
| Stock | Portfolio % |
|---|---|
| Apple | 7.86% |
| Asana | 0.17% |
| Box | 0.54% |
| Berkshire Hathaway | 2.01% |
| 3D Systems | 1.16% |
| Disney | 5.05% |
| Fastly | 0.37% |
| Fiverr | 1.22% |
| Home Depot | 2.76% |
| IBM | 1.36% |
| JP Morgan Chase | 2.35% |
| Coca-Cola | 1.01% |
| Lemonade | 0.97% |
| McDonalds | 2.12% |
| MJ | 0.45% |
| Microsoft | 4.13% |
| Cloudfare | 0.37% |
| Nike | 2.16% |
| Roblox | 0.35% |
| Starbucks | 12.24% |
| Shopify | 11.19% |
| Scotts Miracle Grow | 2.27% |
| Square | 4.67% |
| Target | 3.95% |
| Tesla | 27.15% |
| 1.33% | |
| Upstart | 0.28% |
| Upwork | 0.48% |
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.