Portfolio Updates (November 2021)
Here are the November Portfolio Updates. For background on why I publish these portfolio updates, go read Talking About Money.
I missed October! But you didn’t miss anything. I haven’t made any moves with my investing portfolio. The market has been on the move, and I haven’t seen a buying opportunity. There are a few moves I have thought about, but resisted. Sometimes the best action is to not do anything.
November, December, and maybe January will likely see some selling in my brokerage account. I will be taking some profits off the table and using the money for the holidays. Just for reference, I treat my brokerage account more like savings. I do not put stocks in there with a long term (multiple-years) time frame. Stocks are help under 1 year.
Below is a list of my current portfolio and the percentage each investment takes up in the portfolio.
| Stock | Portfolio % |
|---|---|
| AAPL - Apple | 7.25% |
| AFRM - Affirm | 0.05% |
| AMT - American Tower | 0.09% |
| ASAN - Asana | 0.49% |
| BRKB - Berkshire Hathaway | 1.53% |
| COIN - Coinbase | 0.39% |
| DDD - 3D Systems | 0.75% |
| DIS - Disney | 3.31% |
| FSLY - Fastly | 0.19% |
| FVRR - Fiverr | 0.68% |
| HD - Home Depot | 2.91% |
| IBM - IBM | 0.99% |
| JPM - JP Morgan Chase | 2.11% |
| KO - Coca-Cola | 0.87% |
| LMND - Lemonade | 0.74% |
| MCD - McDonalds | 1.91% |
| MJ - MJ | 0.22% |
| MNSFT - Microsoft | 7.25% |
| NET - Cloudfare | 0.73% |
| NKE - Nike | 1.96% |
| PEP - Pepsi | 0.24% |
| RBLX - Roblox | 1.35% |
| SBUX - Starbucks | 9.81% |
| SHOP - Shopify | 11.12% |
| SMG - Scotts Miracle Grow | 1.40% |
| SQ - Square | 3.38% |
| TGT - Target | 4.32% |
| TSLA - Tesla | 31.73% |
| TWTR - Twitter | 0.78% |
| UPST - Upstart | 1.32% |
| UPWK - Upwork | 0.34% |
| Cryptocurrency | Portfolio % |
|---|---|
| BTC - Bitcoin | 53.10% |
| ETH - Ethereum | 32.78% |
| LINK - Chainlink | 3.52% |
| DOT - Polkadot | 3.19% |
| MATIC - Polygon | 6.89% |
| XLM - Stellar | 0.52% |
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 members. Click here to learn more and join.