Portfolio Updates (January 2022)
Here are the January Portfolio Updates. For background on why I publish these portfolio updates, go read Talking About Money.
I didn’t published the December Portfolio Update (too busy with the holidays). I did take some money out of the market though. I typically do this in December with my brokerage account for a couple reasons. One, is to have extra money for the holidays. Two, is to take any losses to count against my yearly earnings. As I’ve mentioned in previous posts, I treat my brokerage account like a yearly savings account. Investments in brokerage are for short term. Investments in my retirement accounts are long term.
January has been a red month for the markets. I don’t think a single stock is up in 2022. Which sounds like a great buying opportunity to me. I’ve added to a few of my positions in long term investments. Buying COIN, UPST, and RBLX.
I have also been a lot more active in cryptocurrencies and now NFTs. I would not really cal NFTs investments yet, I’m still learning how it all works, but I am getting more involved with it. I don’t believe the crypto percentages are completely accurate. With so much activity, assets are spread across different wallets. I need to updated my portfolio spreadsheet to get a completely accurate count of my crypto portfolio, but it’s not drastically different (I suspect ETH has a higher percentage).
Below is a list of my current portfolio and the percentage each investment takes up in the portfolio.
| Stock | Portfolio % |
|---|---|
| AAPL - Apple | 9.55% |
| AFRM - Affirm | 0.02% |
| ASAN - Asana | 0.24% |
| BRKB - Berkshire Hathaway | 1.82% |
| COIN - Coinbase | 1.75% |
| DDD - 3D Systems | 0.62% |
| DIS - Disney | 3.18% |
| FSLY - Fastly | 0.12% |
| FVRR - Fiverr | 0.36% |
| HD - Home Depot | 3.46% |
| IBM - IBM | 1.36% |
| JPM - JP Morgan Chase | 2.08% |
| KO - Coca-Cola | 1.11% |
| LMND - Lemonade | 0.42% |
| MCD - McDonalds | 2.32% |
| MJ - MJ | 0.18% |
| MNDY - Monday.com | 0.03% |
| MSFT - Microsoft | 4.78% |
| NET - Cloudfare | 0.39% |
| NKE - Nike | 2.06% |
| RBLX - Roblox | 1.24% |
| SBUX - Starbucks | 10.15% |
| SHOP - Shopify | 8.29% |
| SMG - Scotts Miracle Grow | 1.45% |
| SQ - Square | 2.16% |
| TGT - Target | 4.36% |
| TSLA - Tesla | 34.29% |
| TWTR - Twitter | 0.63% |
| UPST - Upstart | 1.39% |
| UPWK - Upwork | 0.22% |
| Cryptocurrency | Portfolio % |
|---|---|
| BTC - Bitcoin | 46.69% |
| ETH - Ethereum | 28.53% |
| LINK - Chainlink | 5.64% |
| DOT - Polkadot | 5.11% |
| MATIC - Polygon | 11.03% |
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 Discord community around investing called Credo. Credo Membership is currently free. Click here to learn more and join.