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No. of Recommendations: 4
1/29 up 10% (including dividends)
2/26 up 24%
3/31 up 44%
4/30 up 48.5%
5/28 up 53%
6/30 up 55%

I finished 2020 on a high (albeit I missed out on growth gains earlier in the year) and have gone up every single month since Nov 2020, or 8 straight months.

Unrealistic to expect that to continue. Let's see what happens!

----

Clocking in at 52% YTD today. July needs to go on a run in next week or two to avoid the stigma of being the first losing month of 2021. We will see.

Some of this is due to chasing UPST down, but bulk is simply SPG hit $124 today.
If SPG was at their previous high around $135 (and my target price for EOY) then I would be about 56% YTD in port.

I don't know if we can call this a "drawdown" yet, compared to early/late March and May 13th, but this was an ok dip for growth stocks. Most of the names I like are still significantly higher than May 13th lows though (looking at you, TTD!) so I tried to be selective in my buying this week.

UPST near $110 seems ok, but not screaming "BUY BUY BUY!" like it was in the $80s and $90s in the earlier drawdowns.

VYGVF (Voyager) was a great trade at $12 before. I sold in the $20s mainly.
Since then, they only announced better prelim ER numbers.
Trouble is that is counter-balanced with the struggles crypto/bitcoin has had in past couple months.

Voyager wants to be more than tied to BTC price, but for now that is part of the challenge.

So I am a crypto cheerleader this weekend. Hope BTC hits $100k or whatever, as long as I get my Voyager stock pop in return.

Port looks like:
Cash 55%
SPG 33%
UPST 5.5%
VYGVF 4.5%
Crappy mandatory mutual fund 2%


Enjoy the weekend all,
Doom
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