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%
Twitter 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.

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

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