2021 Complete Portfolio Review

I underperformed the S&P by 41.8%

It was not a particularly fun year, but I am looking forward to your feedback as I continue to grow as an investor. 

I really appreciate the Commonstock community and am excited for even more great conversations in the year ahead. 

Thanks in advance for reading, sharing, and giving me critical feedback!

[https://optimistinvesting.substack.com/p/2021-complete-portfolio-review](https://optimistinvesting.substack.com/p/2021-complete-portfolio-review)

An issue with buying individual stocks and rebalancing the portfolio probably at least once a year is capital gains tax if this is a taxable account. You would have to continually over perform to make it worth it. As a retail investor it is hard to do. Dollar cost averaging in $SPY will outperform most strategies long term and would be easier mentally. Maybe add a small amount of $UPRO or a larger amount of $SPY in your portfolio.

Nick Halden

Down 13.1% and underperformed the S&P 500 by 41.8%

https://optimistinvesting.substack.com/p/2021-complete-portfolio-review

2021 Complete Portfolio Review

This member connected a brokerage account and is sharing trades and portfolio performance with the community. 