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Top Gainers Today
Top Gainers Today: $NIO, $RIVN, $BGNE, $NU, $RBLX, $HNP, $CHWY, $COIN, $BZ, $GRAB, $FUTU, $ALV, $GDS, $IOT, $VET, $MNDY, $DQ, $MSPR, $NRZ, $JKS, $DNLI, $NOG, $NEX, $EURN, $STNG, $PTCT, $QFIN, $CEIX, $FORG, $SES, $KRYS, $ZH, $VALN, $TUYA, $KIND, $RXRX, $TRMD, $DDL
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Sean's avatar
$98.7m follower assets
My Portfolio and What I Learned This Quarter
Had a really fun time talking about my portfolio, what I learned this quarter, my investing strategy, and what my plans are moving forward

Makes you think a lot deeper about what you’re doing when you type it out, even if you don’t share it publicly! As a result of that, I sold out of my $CRCT position yesterday to move those funds into higher conviction software companies I own and potentially buy ones I don’t like $TWLO

For each of my holdings, I go over my first buy, last add, why I invested and my plan for the future!

https://jiggy.substack.com/p/q3-2021-my-portfolio-and-what-i-learned

$LSPD $SOFI $DOCN $DDOG $SE $Z $ETSY $OKTA $GOOGL $FORG
Q3 2021: My Portfolio and What I Learned
Q3 2021: My Portfolio and What I Learned
jiggytrades's Stocks & Personal Finance Newsletter #5
jiggy.substack.com
Oh ya! TWLO is one of those biz that I plan to hold for a while. They’re building a new fabric of the internet, show impressive growth (customers, ARR) every quarter, and stay ahead of competition 🙏🏼
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Sean's avatar
$98.7m follower assets
New position: $FORG / ForgeRock

Taking a small basket approach to the Identity and Access Management space as I also own $OKTA

I currently have a 34.93 avg and plan to be patient and ideally build this into a more full position at its intended IPO list price at $25
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Okta is much loved-

Looking at the Commonstock asset page for $OKTA, and @vrishin, @danglazer, @d_m, and @gugnani have all held Okta over 1,000 days 🤯

I wonder if these people are at all interested in or concerned about the new competition from ForgeRock.

My thinking is that the $FORG IPO just validates that the space is huge and there's lots of opportunity. But would be curious to hear from others who have held longer than me.

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Sean's avatar
$98.7m follower assets
New position today: $OKTA added to the Roth. I’m so late to these cloud infrastructure leaders but this is another one I plan on holding for a long time along with $DDOG (which I’ve only gotten more bullish on as I’ve done research)

I’ll also be watching $FORG ForgeRock IPO next week (OKTA competitor) with a high probability I enter a starter position. Identity and Access Management is something I want exposure to for the LT. Winners will keep winning in ☁️ IMO
Felt the same when I bought Okta back in 2019. This is one where having a low time preference will be very beneficial. If you're holding for the long run, $OKTA is a good bet in my opinion.

Hadn't heard of $FORG - thanks for putting them on my radar.
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Commonstock is a social network that amplifies the knowledge of the best investors, verified by actual track records for signal over noise. Community members can link their existing brokerage accounts and share their real time portfolio, performance and trades (by percent only, dollar amounts never shared). Commonstock is not a brokerage, but a social layer on top of existing brokerages helping to create more engaged and informed investors.