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.

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


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