Steve Matt's avatar
$18.6m follower assets
My July Returns Are In!... And They're... Good?
I'm still getting annihilated in both of my portfolios but less annihilated than a month ago!

Retirement Portfolio
In June, I opened zero new positions. I added to $MKL twice, $TYL twice, $MCD twice, $WM twice, and $IIPR. Relatively quiet month. I also added to $NVDA, $BIPC, $AMT, $MPW, $O, $IIPR, $NLCP, and $TSM via DRIP. I exited zero positions.

My retirement portfolio was up 13.09% in July. However, I'm still down 35.84% YTD and my month-by-month YTD is as bad as growth investor's portfolio returns could look.

Shoutout to my best performing retirement positions in 2022 so far:
  • $BMBL with a 35.80% return YTD
  • $SWAV with a 32.35% return YTD
  • $TYL with a 31.41% return YD

And a look at my best retirement performing positions in July:

My top 10 positions continue to make up ~33% of my portfolio. $MELI's great July brings to back to the top spot followed by $AAPL, $AMZN, $F, $GOOGL, $SHOP, little known and rarely mentioned $NVEE, $COST, my baby $SWAV, and $SIVB.

Looking forward to August, I'm still considering opening a new position in either $TTD, $TWLO $SONO, $NET, $NTDOY, and after this recent fall, $ROKU.

Taxable Portfolio
In June, I only added to $ATZAF. No positions in this brokerage pay a dividend so there was no DRIP and I did not exit any positions.

Similar to my retirement portfolio, my taxable was up 13.67% in July but is still down 36.60% YTD and the month-by-month is also still abysmal.

Shoutout to my best performing taxable positions in 2022 so far:
  • $TMDX with a 110.75% return YTD
  • $MSP with a 39.49% return YTD - RIP as is had such a great return because it was acquired.
  • $SILK with a 8.10% return YD

And a look at my best performing taxable positions in July:

My top 10 positions continue to make up ~90% of my portfolio as I only have 14 positions in this brokerage. The top 10 remains basically the same with $SNOW, $TMDX, $ATZAF, $SILK, $DT, $LMND, $NCNO, $CPNG, $BIGC, and $OM. Those other 4 positions must be truly awful performers (indeed they are).

Looking forward, I'm undecided which position to add my monthly DCA to. Leaning towards $DT or buying the dip on $OM.

Alternative Investments
I've begun putting some money into Fundrise, Landa, and StartEngine. It's too little to even bother with showing returns and a lot of the stuff is illiquid but I wanted to at least catalog what I'm investing in.

Fundrise
I haven't really dove into yet. I've just been dumping money into it since April and letting them allocate into their Flagship Real Estate Fund. I'll look at their other portfolio options when I get some extra time.

Landa
I've been putting a very small amount of money into Landa each month since April just to play around. I've bought shares in 5 properties and seen some miniscule dividends. It's an interesting foray into real estate and I will probably continue adding to it. The current list of properties I have shares in are:

  • 1394 Oakview (GA)
  • 4474 Highwood (GA)
  • 729 Winter (GA)
  • 8662 Ashley (GA)
  • 24 Ditmars (NY)

StartEngine
This is probably my favorite of the 3 and also the most risky by far. StartEngine allows angel investing in non-public companies. The odds of investments going to zero must be incredibly high while the odds of them ever making it to a publicly traded company incredibly low. That's why StartEngine will remain a very small portion of my portfolio.

I currently am invested in:
  • 3i Tech - "3i Tech Works builds engagement solutions to increase customer loyalty and drive revenue for small and medium-sized businesses. Our integrated platform aims to even the playing field for brick-and-mortar retailers and restaurants by providing them the best digital tools to connect and engage with mobile customers."
  • Future Cardia - "We are Future Cardia (Oracle Health, Inc.) - Bringing you a tiny insertable cardiac monitor for a long-term heart failure monitoring solution to disrupt the $5B market and to set the stage for Connected Implants. Our approach is a simple 2-minute office procedure that brings simplicity, accuracy, high compliance for long-term monitoring, and existing insurance coverage."

I having approved but not yet finalized investments in:
  • SapientX - "We have created a voice assistant powered by AI (artificial intelligence) that can interact with users as if it were their best friend. Today, we are working with companies that make cars, appliances, smart home devices and vending machines to voice-enable a new generation of products."
  • POPS! Diabetes Care - "We have developed and commercialized a revolutionary AI self-care platform for diabetes management. Our mission is for people to take ownership of their diabetes through simple technology, and we have people in all 50 states and Australia using Pops."
  • Kari Gran - "Kari Gran Skincare is a pioneer in the rapidly-growing clean beauty business, headed by passionate female founders disrupting the category with differentiated products targeting an underserved market; women 40+ experiencing dry skin due to menopause. We know the stresses and challenges that come with dry skin, but more importantly, we also know the solution."

I also have an approved but not yet finalized investment in a signed edition Banksy artwork, Laugh Now.
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Erick Mokaya's avatar
$103.3m follower assets
Our newsletter this week
Check out our weekly newsletter that covers:

  • Data that CEOs are seeing does not suggest that a downturn is imminent
  • PE and VCs with record amounts of dry powder
  • AT&T saw some delays in collections of payments

Companies covered:


Sachiv's avatar
$834k follower assets
Cash generation
What big opportunities will reveal themself in the next 3-6 months- when I say big, I mean where you are willing to put in 10% of your entire investable amount within a short period, and don’t mind waiting out for an economic cycle to play out and multiples to expand like they did in 2020-2021.

I’m watching for drops in couple of companies across multiple sectors and growth rates. Names include $TXN $SIVB $TSLA $NVDA $TTD, just to name a few. Some have stable returns and yields, some are high growth with income, and some have strong relationships that enable high beta growth vs the economy and should be invested when things look bleakest. I have added some stakes last weak, but I don’t believe things look quite so bad just yet…

I don’t like watching too many names. I would say 10-15 names are sufficient if you know them (and the industry) well, and have an updated checklist on each of them and their competition.

I’m keeping a 30-35% cash position while waiting…

Thoughts?

PS - I should add this post is an evolution of my thinking from my learnings by losing a LOT of money by not listening to many many amazing posters on fintwit and various substacks. Rather than be 100% buy and hold, it would be wise to CONSIDER a part of both the speculative(eg biotech) and low/medium quality (eg high cash burn, high SBC cos) positions to be subject to market cycles, and act accordingly… thoughts and criticisms always welcome!
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Albert Kang's avatar
$16.8m follower assets
1 of 4
My $SIVB trades
I like SIVB but I just couldn't resist TWLO.
$TWLO been on the watchlist for quite some time. A sharp fall along with the other growth names. Looking to build out some higher market cap positions first and then if still in this range will consider beginning to build a core position, but sitting on my hands for now
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Erick Mokaya's avatar
$103.3m follower assets
Earnings Last Week!
In our newsletter highlighting key quotes from earnings calls this week:

  • Consumers more accepting of price increases
  • American Airlines getting a new CEO
  • Oil capital spending on the rise


Alberto Wallis's avatar
$23.3m follower assets
Upcoming Earnings Calendar (Jan 17-21th)
Hey guys! Here's next week's upcoming earnings calendar!

The most important thing I'm interested in is if there's a change of character relative to the past earnings season. Growth stocks got hammered last time. Hopefully this quarter the worst has been priced in and companies are evaluated on their actual results.

Some other things I'm interested in:
  • $PG - Are sales numbers still strong? Has supply chain inflation persisted?
  • $NFLX - Streaming trends over the past quarter. (I hold $ROKU and a bit of $FUBO)
  • $UAL and $AAL - Comments on the Omicron variant and corporate travel demand.
  • $PNC $BAC $KEY - Insights on the economy. December retail sales were down, so we'll see if banks also point to weak consumers.

What are you guys interested in?

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

TUE:
WED:
THU:
FRI:
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Featured earnings for the week of Oct 18
Earnings season (finally) getting into full gear!

So many interesting companies announcing earnings next week. Here are is the Fincredible Featured list. View all here.

Here are some I own / or particularly interested in

$JNJ - very interested to see results in the medical devices segment. Specifically are their signs of closing the gap with $ISRG with their new platform and are elective surgeries coming back

$ISRG - flip side of the $JNJ narrative. I love it when competitors announce close to each other :)

$NFLX - international subscriber numbers

$T - update on discovery spin-off, dividend and 5G capex

$XM - $MNTV is my top 3 holding based on thesis they are making inroads in enterprise market, which $XM dominates. Big enough market for both but want some context.

A few companies like $PG on inflation numbers, but I suspect @awallis will be kinda enough to provide a MacroTalk update on this topic again

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