*Disclaimer: None of this should be taken as financial advice. It is for educational purposes only.

Purpose:

The purpose of this portfolio is simple: to achieve financial independence by growing it large enough that it can sustain my everyday life at an average increase of 10% per year, a nice round number based on historical averages. The target portfolio value tends to change as I shift my thinking about my everyday future life, but the idea remains and that is the simple purpose.

Scope:

Absolutely anything. I eagerly and openly explore any idea that might increase my performance. However it does skew towards technology and biotechnology in general. Put simply, I am investing in my best vision of the future, and anything fitting that bill is in scope. More details about the investment strategy can be found here.

Key Portfolio Information (Updated Monthly)

  • Creation Date: 1/25/2017
  • First Stock: Nvidia, NVDA (+376%)
  • Best Stock: Tesla, TSLA (+1063%)
  • Total # of stocks: 51
  • Total Gain: ~149%
  • Compounded Annual Growth Rate (CAGR): 24%
Complete List: AAPL, AMZN, APPN, AXON, AYX, BTC, BYND, BZUN, CPNG, CRSP, CRWD, CWBHF, DDOG, DIS, EDIT, ESTC, ETH, ETSY, FB, FLGT, GH, GOOGL, IQ, JD, JMIA, LMND, MDB, MELI, MOMO, MSFT, NFLX, NVDA, OKTA, PINS, PTON, ROKU, SE, SFIX, SHOP, SPCE, SQ, SWAV, TCEHY, TDOC, TSLA, TTD, VEEV, YNDX, ZM

Enjoy access to the portfolio below!

What do you think about the portfolio? Any questions? Comments? Suggestions? I'd love to hear your thoughts, so please contact me if you feel so inclined!