Portfolio Updates
About Portfolio Updates in General
I was previously adding my buy / sell / hold decisions to my private notes on OneNote, but I thought it may be helpful to add these as a part of the Research Notes, given most of these decisions are a function of my research and the information I put out.
I believe this will also force me to think through my decisions a little harder and more concretely. Additionally, I can look back on these decisions to learn and improve.
I share my recent actions, the reasons, and a summary of my holdings and allocation of my investments over the last few months and up to today.
Recent Updates
“Portfolio Updates” are where I detail my current holdings and allocations, and reasoning behind recent buy / sell / hold decisions.
Below is the list of the most recent Portfolio Updates.
The links will take you to the corresponding email that was sent out.
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For more information on all the other Research Notes, see here.
Most Recent Updates:
IMPORTANT NOTE:
I have not provided a portfolio update since Nov 2023.
Since then, I have made multiple buy and sell decisions, including related to changing my leverage and adding new positions.
Therefore, the last portfolio update does not reflect my current positions, allocations, or thoughts.
Portfolio Update #12 (11/7/2023)
Update #12 (11/7/2023) This Portfolio Update contains my decisions and actions before and after CVNA earnings, and before CDLX earnings. The action taken was my first buy / sell in about 3 months. I waited to send this out until closer to CDLX earnings, in case I made any further actions.
Portfolio Update #11 (10/18/2023)
Update #11 (10/18/2023) Given recent price movements and observations with CDLX and CVNA, I wanted to provide a Portfolio Update. Additionally, I have found these updates a good place to discuss high-level items going on with the businesses, rather than doing in-depth separate updates of Research Notes. This is the 11th portfolio update (
Portfolio Update #10 (9/14/2023)
Update #10 (9/14/2023) Given recent price movements and observations with CDLX and CVNA, I wanted to provide a Portfolio Update. Additionally, I have found these updates a good place to discuss high-level items going on with CDLX and CVNA (such as recent insider selling, which I’ll discuss), rather than doing in-depth separate updates of Research Notes.
Portfolio Update #9 (9/1/2023)
Update #9 (9/1/2023) Given recent price movement and observations with CDLX and CVNA, I wanted to provide a Portfolio Update. Discussion items include: Current Allocations and Recent Actions Returns Since Last Update Since the 1st Update YTD (net worth has increased 9.96x YTD, to new all-time highs, given CDLX and CVNA returns + added + leverage)
Portfolio Update #8 (8/12/2023)
Update #8 (8/12/2023) Given some actions taken recently with CDLX and CVNA, I wanted to provide a Portfolio Update. Discussion items include: Current Allocations and Recent Actions Compounded benefits Change in share counts Reasons for the actions with CDLX and CVNA
Portfolio Update #7 (8/1/2023)
Update #7 (8/1/2023) Given some of my actions taken earlier today, and given the recent large price movements with CDLX, I wanted to provide a Portfolio Update. This is the 7th Portfolio Update (see past updates here). About Portfolio Updates in General
Portfolio Update #6 (7/21/2023)
Update #6 (7/21/2023) Following the large price increase in CVNA, I wanted to discuss some additional thoughts and actions taken with respect to CVNA and CDLX. Most of the discussion below is related to CDLX. Specifically, in the post below I discuss:
Portfolio Update #5 (7/19/2023)
Update #5 (7/19/2023) Although there has not been too much time since the last portfolio update, both CDLX’s and CVNA’s market prices have changed quite a bit (given some of the most recent announcements), and so their allocations in my portfolio have also changed.
Portfolio Update #4 (7/12/2023)
Update #4 (7/12/2023) Given the recent large increase in market prices with CDLX and CVNA, I wanted to provide another portfolio update and my current thoughts and decisions. This is the forth portfolio update (see here for past updates). About Portfolio Updates in General
Portfolio Update #3 (7/5/2023)
Update #3 (7/5/2023) Given some actions taken today, I wanted to provide another portfolio update and my line of thinking (such as related to CDLX and CVNA, and recent news). This is the third portfolio update (see here for past updates). About Portfolio Updates in General
Portfolio Update #2 (6/27/2023)
Update #2 (6/27/2023) Given some actions taken earlier this morning, I wanted to provide another portfolio update and my line of thinking (such as related to CDLX and CVNA, and based on recent news). This is the second portfolio update (see here for the first update on 6/14/2023
Portfolio Update #1 (6/14/2023)
I was previously adding my buy / sell / hold decisions to my private notes on OneNote, but I thought it may be helpful to add these as a part of the Research Notes, given most of these decisions are a function of my research and the information I put out.
Reviews on the Research Notes / Portfolio Updates
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