Premium Updates

Hey everyone, I hope you had a great week, let's get into it. Portfolio & Market Updates My portfolio was up 0.9% this week, once again below the S&P 500 (+2.6%), and Nasdaq 100 (+3.5%). Ark was up (+4.9%), while small cap growth $IWO was up (+3.9%). I was trending with the general market despite my 60% cash position, and then Snap's disappointing earnings … [Read more...] about Weekly Update – July 22nd, 2022

Hey everyone, I hope you had a great week, let's get into it. Portfolio & Market Updates My portfolio was down -5.5% this week, which was not great compared to the S&P 500 (-0.9%), and Nasdaq 100 (-1.2%). Ark was down (-5.9%), while small cap growth $IWO was down (-2.1%). As you can see from the S&P 500, this was a choppy week. The week opened up … [Read more...] about Weekly Update – July 15th, 2022

Hey everyone, I hope you had a great week, let's get into it. Portfolio & Market Updates My portfolio was up 2.6% this week, which was not great compared to the S&P 500 (+1.9%), and Nasdaq 100 (+4.7%). Ark was up (13.7%), while small cap growth $IWO was up (3.9%). We can mostly thank the underperformance to my ~40% cash position. Although we are seeing … [Read more...] about Weekly Update – July 8th, 2022

Hey everyone, I hope you had a great week, let's get into it. Portfolio & Market Updates My portfolio was down -4.8% this week, which was below the S&P 500 (-2.2%), and Nasdaq 100 (-4.3%). Ark was down (-10.1%), while small cap growth $IWO was down (-2.7%). My new positions have been roughly a wash, so we can thank legacy holdings Roku & Twilio for … [Read more...] about Weekly Update – July 1st, 2022

Hey everyone, I hope you had a great week. One quick heads up, please remember that there were only 4 trading days this week, which is why the volume on the charts look lower. Once you add 25% to these charts, the volume looks a lot better. Let's get into it. Portfolio & Market Updates My portfolio was up 4.6% this week, which split the uprights between the S&P … [Read more...] about Weekly Update – June 24th, 2022