My Monthly Portfolio Update

cronos

Jackben75 wrote: »

Personally stayed in top projects, Polkadot appears a gem, so i have a substantial amount invested, this of course is my opinion and not financial advice! The next ethereum, well on the way to surpassing my top gain, got in relatively early too.:pac:

I like a few others but won't go into the detail as i agree, do your own research. I am a software architect by day so i understand a lot of the whitepapers handy enough. My approach: find a project, CHECK Market capt and circulating supply (lower the better) check out the team (website), no team, no deal, anonymous team even worse!. Read the whitepaper, if i like, continue. Check out the code base, then compare against other similar projects as best you can. hTat is more or less it.

Coinmarket cap and coingecko is where i start, keep an eye on reddit, medium etc.

I think you should consider a Crypto Monthly Portfolio thread. Or perhaps I should just start reading more in the crypto section. Your method of analysis sounds solid at least. They are a tech play so understanding the underlying fundamentals definitely helps. It isn't research everyone can do so sharing it would add value to the forum. It's ultimately peoples own decisions what they do with that info.

If you are purchasing Pokadot you obviously aren't using coinbase.

Jackben75

cronos wrote: »

I think you should consider a Crypto Monthly Portfolio thread. Or perhaps I should just start reading more in the crypto section. Your method of analysis sounds solid at least. They are a tech play so understanding the underlying fundamentals definitely helps. It isn't research everyone can do so sharing it would add value to the forum. It's ultimately peoples own decisions what they do with that info.

If you are purchasing Pokadot you obviously aren't using coinbase.

Hmm will think about it, very busy though. I am on coinbase but mostly use Binance and Kraken myself.

Kilough

Jackben75 wrote: »

Hmm will think about it, very busy though. I am on coinbase but mostly use Binance and Kraken myself.

Definitely wouldn't be shy to post up picks. Lots of ppl picking duds and gems on the main share pick thread. To DYOR is a given.

I bought Polkadot when it dropped last week on Kraken, going to try stake it out if I get a chance over the wkend. Picked it primarily as its KR1 primary holding. Have small btc holding and some of the graph which has done well for me.

cc87

Jackben75 wrote: »

Personally stayed in top projects, Polkadot appears a gem, so i have a substantial amount invested, this of course is my opinion and not financial advice! The next ethereum, well on the way to surpassing my top gain, got in relatively early too.:pac:

I like a few others but won't go into the detail as i agree, do your own research. I am a software architect by day so i understand a lot of the whitepapers handy enough. My approach: find a project, CHECK Market capt and circulating supply (lower the better) check out the team (website), no team, no deal, anonymous team even worse!. Read the whitepaper, if i like, continue. Check out the code base, then compare against other similar projects as best you can. hTat is more or less it.

Coinmarket cap and coingecko is where i start, keep an eye on reddit, medium etc.

Has Rose coin from Oasis crossed your path?
The team behind seems good, particularly Dawn Song

Jackben75

cc87 wrote: »

Has Rose coin from Oasis crossed your path?
The team behind seems good, particularly Dawn Song

Max supply is not for me, so no.

the butcher

the butcher wrote: »

March 2021 ->


Forgot to add my buys/sells from Feb to March.

SOLD:
Profit: GASLOG LTD / OCUGEN INC. / SCOTTISH MORTGAGE INV.TR. PLC / NANO DIMENSION LTD. / FISKER INC / TEEKAY LNG PARTNERS / NIO / WELLS FARGO & COMPANY / BANK OF AMERICA CORPOR

Loss: 4D PHARMA PLC / REALTY INCOME CORPORAT / JAGUAR HEALTH INC. / NOKIA CORPORATION SPON / DEEPMATTER GROUP PLC

BOUGHT (NEW):
Ebang international Holdings / SEELOS THERAPEUTICS INC / MIND MEDICINE (MINDMED) / Cloudflare / fuboTV /
Super League Gaming / CRISPR Therapeutics AG / RED LIGHT HOLLAND CORP. / CIELO WASTE SOLUTIONS CORP / TONIX PHARMACEUTICALS / REVIVE THERAPEUTICS LTD / MYDECINE INNOVAT.GRP / VAXART

BOUGHT (ADDED TO POSITION):
ARGO BLOCKCHAIN / PERSHING SQUARE TONTINE HOLDING / PALANTIR TECHNOLOGIES INC / PINE ISLAND ACQUISITION CORP. / TITAN MEDICAL INC.

BOUGHT BACK:
NIO / AETERNA ZENTARIS INC

SOLD:
Profit: Ebang international Holdings, SEELOS THERAPEUTICS INC, Super League Gaming
Loss: VAXART

BOUGHT (NEW):
UNITY / Suncoke Energy / QUANTUMSCAPE CORP / Lemonade / Lumen Technologies / VICTORY SQUARE TECHS / Desktop Metal / Skillz

BOUGHT (ADDED TO POSITION):
PALANTIR TECHNOLOGIES INC / fuboTV / RED LIGHT HOLLAND CORP. / Aeterna Zentaris

jams100

Monthly Performance (April):
Portfolio +2.0%
S&P500 +5.0%
Nasdaq +5.4%

YTD Performance:
Portfolio +15.2%
S&P500 +11.0%
Nasdaq +7.8%

Buys

1. Boeing
2. Covanta
3. AT&T
4. Associated British Foods

Sells

1. Mastercard
2. Opendoor
3. WasteManagement
4. Skillz
5. Fortinet (Half)

Shedite27

Monthly Performance (April):
Portfolio -6.4%
S&P500 +5.0%
Nasdaq +5.4%

YTD Performance:
Portfolio +8.2%
S&P500 +11.0%
Nasdaq +7.8%

Buys

1. Mode
2. Invitae
3. Twitter

Sells

1. Docusign

OEP

You've doubled down on your crimes against data visualisation by moving to 3D pie charts!

Mad_maxx

only three holdings

IRES reit = up 14.8% YTD

Hibernia reit = up 1.85% YTD

Amazon = up 8.48% YTD


no trades this month or last month bar buying a end of may call in royal dutch shell which i bought three days ago

retalivity

Monthly Performance (April):
Portfolio -3.3%
S&P500 +5.0%
Nasdaq +5.4%

YTD Performance:
Portfolio -3.4%
S&P500 +11.0%
Nasdaq +7.8%

Buys
PLUG
Coupang
QS
LMND
CLOV
BCLI

Sells
CLOV
BABA
Slack - exited fully

OEP

OEP wrote: »

You've doubled down on your crimes against data visualisation by moving to 3D pie charts!

Yeah, painful

massdebater

Monthly Performance:
January +10%
February +10%
March +0.5%
April +4%

YTD Performance:
Portfolio +27%
S&P500 +11.0%

April Buys
COIN (new)
XRP (new)
BTC
ETH

Sells
none

p to the e

What people should do as a project (I've done it myself in the past) is you should compare your gains/losses in one year's time of actively trading against what if you just stayed with the stocks you purchased at the start of year and never traded them. Or even compare it against some index e.g. S&P 500. Sometimes it can show you just how favourable passive investing is over the long term.

jams100

Monthly Performance (May):
Portfolio -0.8%
S&P500 +0.6%
Nasdaq -1.5%

YTD Performance:
Portfolio +14.4%
S&P500 +11.5%
Nasdaq +6.9%

Buys
Medical Properties Trust (New)
VF Corp (New)
Brookfield Renewable
4D Pharma

Sells
None

Chuckie_Egg

Nothing much to report, sold out of Cocrystal Pharma @$2.95 a speculative punt, started a new speculative position in Fate Therapeutics @$72. Been trading in and out of Bank of Ireland and Deliveroo from cash I added to my pf
The Ax is hanging over Baba now, I'll watch it for now but if the loss goes below 12% then it's getting the chop

Main positions ~ 80% of my PF
(Current gains/losses)

Intel (26%)
Exxon Mobile (54%)
Skyworks Solutions (14%)
UCB sa (18%)
Shanghai Henlius Biotech (10.5%)
Aryzta (194%)
Volkswagen (68%)
Baba (-5.4%)
Intellia Therapeutics (23%)


Crsprs (~5% of my PF)

Editas Medicine (-26%)
Applied Genetic Technologies Corp (-38%)
Beam Therapeutics (-7%)
Vascular Biogenics LtdD (-4%)
Fate Therapeutics (27%)

Current Speculative holdings (~4% of my PF)
spacs
HighCape Capital Acquisition Corp (-14%)

Winston Gold corp (22%)
AbCellera Biologics (-3%)
Edesa Biotech (25%)
BowLeven Plc (55%)

Cash back up to over 11% now

massdebater

Monthly Performance:
January +10%
February +10%
March +0.5%
April +4%
May -12%

YTD Performance:
Portfolio +12.0%
S&P500 +13.6%

May Buys
ETH
BTC

Sells
none

Crypto part of my portfolio (~25% overall) almost halved at one stage earlier in the month but high volatility is to be expected with riskier assets like that

Shedite27

May Performance:
Shedite -8.9%
S&P500 +0.6%

YTD Performance:
Portfolio -1/4%
S&P500 +13.6%

May Buys
Polkadot
Enthusiast Gaming $EGLX

Sells
none

retalivity

Looked like it would be a lot rougher mid-month, with a bit of a recovery at the end

Monthly Performance (May):
Portfolio -4.8%
S&P500 +0.6%
Nasdaq -1.5%

YTD Performance:
Portfolio -8.2%
S&P500 +11.9%
Nasdaq +6.7%

Buys
QS
CPNG
FSLY
LMND
FROG
PLUG
UWMC

Sells - none

cc87

May was not a good month.
General drop in the market, then LOTZ, ARRY, MILE dropping considerably. Crypto didn't help either but only small losses there.

Showing signs of a recovery over the last week or two. Not sure we are past the worst of it yet but theres light there.

$AI has been impressive, up 30% in about two weeks. We'll see how earnings go this week.

Added:
AI
More DDDD
More LOTZ
More ARRY

pioneerpro

jams100 wrote: »

4D Pharma

Opened a position yesterday. Think this found bottom and is going to retrace above 100 again.

jams100

Jackben75 wrote: »

What pitiful returns. You lads need to look at the crypto market! Riskier but potential is vast.

Fair play and all that. However this year alone i invested in 5 crypto projects, the worst performing has returned 6X and the best performing project has returned 43X. Taking profits along the way and reinvesting. Confident the bull market continues well into next year, Coinbase being officially listed in the coming weeks, potential is enormous. Best decision i ever made!! Just saying....but good luck, perhaps it was disrespectful to comment on this thread so sorry about that.

:pac: :pac: :pac:

Some posts age better than others. I've had some bad picks, we all do but a 1-2% return per month was not / is not "pitiful"

dragon74

I am sitting on 4D pharma for a while - and it has taken a big hit over last couple of months..
Remind me again why this is a good long-term hold? Losing the will....

crushproof

dragon74 wrote: »

I am sitting on 4D pharma for a while - and it has taken a big hit over last couple of months..
Remind me again why this is a good long-term hold? Losing the will....

Haha likewise, I've held since November and have been told regularly sicne that it would break out very soon. Despite the pop back up today I'm still below my BEP.

cronos

crushproof wrote: »

Haha likewise, I've held since November and have been told regularly sicne that it would break out very soon. Despite the pop back up today I'm still below my BEP.

I've a 1% position myself at BEP $10.50. I'm happy enough to run with it long term.

jams100

Monthly Performance (June):
Portfolio +4.6%
S&P500 +2.9%
Nasdaq +5.6%

YTD Performance:
Portfolio +19%
S&P500 +14.4%
Nasdaq +12.5%

Buys
Associated British Foods (Added to position)
Unum Corp (Added to position)
Wells Fargo (Added to position)
Volkswagen (Added to position)

Sells
Tesla
Version
Nvidia (Halved position)

Shedite27

Portfolio +4.7%
S&P +2.9%

Buy
Tremor (add)
Redfin (add)

Sold
Datadog
StoneCo

retalivity

Monthly Performance: +8.5%
YTD Performance: +0.3%

Added more:
FSLY
PSTH
CPNG
QS
GOLD
T
BABA
GAN
ARB.L
CDR

Reduced:
NIO
STELLANTIS
FROG

Exited completely:
Hyundai
CLOV


Busy month.

massdebater

I was on holidays last month so wasn't keeping track of my portfolio but made a lot of changes

Monthly performance:

January +10%

February +10%

March +0.5%

April +4%

May -12%

June ???

July +6%

May buys:

BTC

ETH

BTCX

ETHX

C20

May sells:

BIGC, BUD, CGC, CHGG, DDOG, DIS, DKNG, DOCU, DRIV, EBIT, FUBO, GAN, GMBL, INVH, LOTZ, LYFT, NET, SOL, TDOC, TWLO, Z, BTCC, AESE, SNSR, LIT, QSR, ZM, RY, VMW, LSPD, APTV, ALB, AC, and BNB, XRP, NEXO, NFTX, YLD, MATIC, GTC, CAKE, TITAN, WEX

First time selling anything in a while but I sold almost all of my individual stocks in early July, keeping only my main total stock market ETFs and a handful of my favourites. I thought I was diversified but they would pretty much rise and fall together, along with the ETFs. I wasn't keeping track of any of them and it was too risky having so many correlated assets so I decided to tidy it up and buy BTC and ETH while they were low. I also sold all my crypto sh1tcoins and did the same with them. Not allowed hold crypto in my tax-free accounts so I bought btc and eth ETFs for those. For fun, I put a small amount in C20 (crypto top 20 index fund token) to go towards a trip for my 40th in a few years 🤞 Hope to see some more updates in this thread too!

Atlas_IRL

Not allowed hold crypto in my tax-free accounts

tax free accounts?