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2022 Birthday Buys - 3 Months Later
Just wanted to give a quick update on my Birthday Buys from this year and report out on their performance through 1 quarter.

Taxable Brokerage
Purchase Price $285.88
Current Price $263.06 (-8%)
Dividends Collected $1.24

$TGT (Trades aren't showing in my history list)
Purchase Price $220.01
Current Price $237.20 (+8%)
Dividends Collected $3.60

Roth IRA
Purchase Price $142.49
Current Price $126.42 (-11%)
Dividends Collected $2.32

Purchase Price $198.13
Current Price $225.98 (14%)
Dividends Collected $0.90

$HSY is the clear winner thus far, but we are playing the long game. I have already added more to my $KMB and $TGT positions. $HSY is at the top of my list to add to, currently.

Way-Too-Early 2023 Birthday Buy Watchlist

Taxable

I am rounded out on my sector/industry diversification. Looking for strong businesses with growth potential. Dividends are a plus, but not necessary!

Roth IRA

Looking for Healthcare & Utility exposure in my Roth. Open to any suggestions! Dividend is a requirement in this account!

Any recommendations?
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Eric Pelnik's avatar
$266.7m follower assets
Earnings this week
πŸ“žWhich calls are you most excited for?
**

Monday, May 10th**
$AFRM Affirm Holdings
$APPF AppFolio
$DUK Duke Energy
$TTD Trade Desk
$VOYA Voya Financial
$SPCE Virgin Galactic
$REAL The RealReal
$VCYT Veracyte
$MAR Marriot
$SDC Smile Direct Club
$WYNN Wynn Resorts

Tuesday, May 11th
$EA Electronic Arts
$ARMK Aramark
$COKE Coca-Cola
$FUBO Fubotv
$U Unity Software

Wednesday, May 12th
$AMAT Applied Materials
$JACK Jack in the Box
$DT Dynatrace
$VRM Vroom
$LMND Lemonade
$SONO Sonos
$WIX Wix.com

Thursday, May 13th
$ACB Aurora Cannabis
$BABA Alibaba Group
$ABNB Airbnb
$DIS Walt Disney
$DASH DoorDash
$FTCH Farfetch
$GDRX Goodrx
$PUBM PubMatic
$NEWR New Relic
$COIN Coinbase

Friday, May 14th
None of interest

Sources: Business Insider, Google Finance, and Yahoo Finance
Eric Pelnik's avatar
$266.7m follower assets
Earnings this week
Monday, August 10th
$DUK Duke Energy

$MELI MercadoLibre

$MAR Marriott

$RCL Royal Caribbean Cruises

$CGC Canopy Growth

Tuesday, August 11th

Softbank

Adidas

Rakuten

Wednesday, August 12th

Tencent

$CSCO Cisco

$LYFT Lyft

Thursday, August 13th

$AMAT Applied Materials

$BIDU Baidu

Friday, August 14th

$DKNG Draftkings

Note: this does not include all earnings and source is Business Insider + Yahoo Finance
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