Congrats. I'm still down ~5% on the year overall, plus contributions.
It’s a bit of luck and some good stocks. AMZN helps, that’s up 30% and pretty much drives the biggest portion. CYDY definitely helped too and I’d love to see it run a bit more. Kind of in a lull news wise (as expected, can’t rush a trial) and being OTC hurts. Note that all my 401ks (just under 20% of my overall) are basically right with the S&P. Also, I actually haven’t done any short term purchases. Probably should have but I’m pretty conservative and definitely have a long term outlook which is why I am so heavy tech wise. I figure my wife and I max out the 401ks so I get enough of the S&P/Dow that I want to buy stocks that I like and believe will be big down the road.
Just throwing out some tickers and how they’ve done since I’ve started this about a year ago. These are all long term, but I bought TWLO, SWAV and TTD last May and they are at 60%, -20% and 90%. I bought MDB (80%), OKTA (75%), ZM (210%), ZS (130%), APPN (30%) and FSLY (175%, added in March) in October/November. I added SEDG (50%) and CYDY (150-180%) in January.
I added a bunch in late February though the bottom week in March with mostly good results. SHOP (130%), ETSY (90%), DDOG (85%), DXCM (70%), HUBS (45%), CRSP (44%), AYX (35%), ROKU (20%), HCAT (10%), FLGT (5%), HQY (5%) and of course LK (-80%).
The funny thing is that the ones I bought recently that haven’t performed as well was because I added them too early in the downturn. I liked the prices but should have waited just a bit more. For instance, I bought HCAT on 2/27 and those shares are barely positive. I DCA’d a little more and those shares are up almost 60%. It was a stark drop off. My only regret was not just pushing all in when I was buying on 3/16. That was true bottom for a lot of what I own and for so many stocks I was watching. I let the fear of another drop cloud the fact that they were really cheap. Anyway, hope it doesn’t seem like a brag just what I’m in now individual stock wise.