My Monthly Portfolio Update

jams100 wrote: »

So Shedite27's 15% return YTD is pitiful? & a 3.6% return in a month is pitiful? :pac::pac::pac:


I hold 40 but 6 of these are paying a 7-10%+ stable dividend so no point in disposing just of these just for the sake of it.

15ish are core holdings (Ones I'd probably only add to).

Other 15 are riskier growth stocks or reasonably valued consumer discretionary to stabilise portfolio and also return a ~3-4% dividend.

I have 5 that I have earmarked for selling but only when I feel I think to raise cash.

(I don't agree 30 is far too high), I actually think 30 is a good number to land on.

Timmaay wrote: »

After all the 2020 madness has taken a rest at least, yep the long term game beats any sort of short term small moonshots, I'm well happy that I'm still nearly 100% up in a year, including everything like crypto, however I absolutely know that cannot continue, but if you put like 100k into the stockmarket today, and add nothing more, at a steady 10% compound interest return after 24yrs thats turned into a million, give me that sort of steady wealth generation anyyear over hoping for crypto moonshots.

And on the comment that them returns are pitiful compared to crypto, I put a reasonable sum into crypto last summer, and saw a fairly quick 40% drawdown in October then, that was painful, the only reason I stuck it out was because I definitely wasn't gonna risk selling at the bottom like I had in stocks last March, anyways that crypto has gone about 4.5x for me since, but I know full well a 50%+ dip can be around any corner, so use crypto as part of a diverse portfolio, and for the love of God have some humility in times of a bull market like crypto is in now, I think we can all agree that luck has played a huge part for everyone who has entered either the stockmarket or crypto since last March.

Kilough wrote: »

What Crypto are you in if you don't mind me asking? How and where do you do your research on picks?

I started investing 2 months ago, 75% stocks and 25% crypto roughly. Crypto up around 35% and stock portfolio down around 10% since then.

cronos wrote: »

I think you should consider a Crypto Monthly Portfolio thread. Or perhaps I should just start reading more in the crypto section. Your method of analysis sounds solid at least. They are a tech play so understanding the underlying fundamentals definitely helps. It isn't research everyone can do so sharing it would add value to the forum. It's ultimately peoples own decisions what they do with that info.

If you are purchasing Pokadot you obviously aren't using coinbase.