Portfolio Performance June 2022
A very ordinary first half of the year and kudos to those that are hanging in there. Hopefully we are all either hoarding some cash or picking up some bargains along the way ready to make some earnings on the next bull run (whenever that may come).

The most rewarding moment came for me this month when my total dividends earned for 2022 so far exceeded dividends earned for the entirety of 2021. This gives me some confidence that my strategies are sound and that there is something to be positive about.

Income Portfolio
Down 4.8% for the month, but slightly outperformed the SP500. Biggest gainer was $HII up 8% for the month. Biggest loser was $STLD down 18% over the course of June.

Growth Portfolio
I have intentionally been very inactive here, waiting for the market to turn. Biggest gainer was $AMWL up 25% and I did trim my holdings twice during the month. Biggest loser was $UPST down 34% for the month. The spike in the graph below only represents the $SHOP stock split. Unfortunately I didn't bank a big gainer that day.
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Yegor's avatar
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Monthly Newsletter 06/07:

Topics: Quote, Portfolio Update, Portfolio Discussion, Comments From Me, More Books, There Is No I In Success, & Monthly Munchies

Check it out and subscribe.
Yegor's avatar
$174.8m follower assets
Monthly Newsletter 05/17:

Topics: Quote, Portfolio Update, Portfolio Discussion, More Books, What’s your “WHY”, & Monthly Munchies.

A great monthly update as always with insightful personal notes :) I've added Modern Monopolies and The Almanack of Naval Ravikant to my reading list. Also really cool that you found the free version of the book on the web. Thanks for sharing Yegor
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Yegor's avatar
$174.8m follower assets
Monthly Newsletter 04/10:
Current Holdings: $VMD $IAC $SFM $SPOT $PYPL $LKQ $FF $OZK $CVS $WWE $HII $TWTR $DISCK $OPFI $GOOG $MITK $OPRA (from largest to lowest)

Topics: Announcement, Quote, Portfolio Update, Portfolio Discussion, More Books, Tax Season, & Monthly Munchies.

For this month I (got some courage) and decided to do two types of posts.

One regular with the usual stuff and one with an audio format in the beginning to be used as a companion while reading the post.

I always loved the idea of podcast or making videos on youtube (I actually used to make youtube videos as a teen when I played Call of Duty on Xbox with commentary) but I do not have time to trim and edit video format but when it comes to audio I think its a bit easier to manage so I gave it a go!

If you want regular format without audio you can click here

If you want the new format with audio in the beginning you can click here

Your honest feedback would mean a lot to me, but do give me a bit of a credit and some slack as this is my first attempt and I did it around 10-11pm.

Hope to get some feedback and to keep on trying it at least a few more times (unless everyone will hate it lol)

Thank you!
Yegor's avatar
$174.8m follower assets
Monthly Edition Newsletter 03/16:

Topics: Personal Update, Portfolio Update, Portfolio Discussion, More Books, Don’t Share Your Edge, & Monthly Munchies.

This one is a bit more personal due to what is going on in Ukraine...

Thanks for sharing this update on both your family and your portfolio.
Regarding “sharing your edge”— you make a good point about cannibalizing your own edge by sharing. A nuanced point I’ll add is that many ‘edges’ are well known, and the fact that they persist is not because others don’t know about them, but because of some attribute that precludes them from copying.
For example, professional money managers have a host of industry expectations that force them to make short term decisions. I know some money managers who would like to utilize strategies that make money on a longer time frame, but their job requirements won’t allow it.
For a retail investor, that creates a sustainable reason why long term investing will work, even if the whole world knows about it.
There’s quite a lot of fun to be had in utilizing the edges that persist despite being well-known.
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