Note: This is for sharing and educational purposes only and nothing here constitutes any kind of financial advice or recommendation.
I invested heavily in single stocks, mainly high growth tech stocks, during the period of 2020-2021, when a zero interest environment and exuberance about the possibilities of tech made every investor look like a genius. Unfortunately, things took a turn in late 2021/early 2022. I was able to take some chips off the table prior to the massive drawdowns, but most of my positions took massive hits. I’ve continued to update my portfolio publicly as a cautionary tale of being part of a herd mentality.
These days, I’ve gone back to mainly investing in index funds on an automated schedule and also keeping a healthy cash balance. I’ll make some infrequent stock purchases, but nowhere the amounts I did in the past. And these purchases are most likely to be in stocks that I deem to be safer bets like Berkshire Hathaway.
I’ll continue to keep this updated whenever I make trades. I’m looking to hold for the long-term on these investments. Some I’ve held since 2013.
A note on the “Avg. Purchase Price” – this represents the weighted cost of shares. With several of these positions, I’ve added to them over time and so there are multiple purchase prices.