The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Carefree Cloud Investing

URL:  https://boards.fool.com/carefree-cloud-portfolio-2021-07-31-34891074.aspx

Subject:  Carefree Cloud Portfolio 2021-07-31 Date:  8/2/2021  9:41 AM
Author:  earslookin Number:  288 of 299

0 buys this month
1 sell ***
0 skill
0 effort
0 checking the market
0 worry

*** We had one forced sell this month. Salesforce (CRM) completed its acquisition
of Slack Technologies (WORK) on 7/21/2021. The deal was for cash and fractional
shares of CRM. Rather than monkey with that rigamarole, I sold my shares of WORK
on 7/20/2021. The money went into the cash pile that I'll redeploy at the end
of December when I do the yearly rebalancing.

The Carefree Cloud Port is up 9.4% YTD, and up 143% since 12/31/2019.

The EMCLOUD Index (BVP Cloud Index), inspiration for this port, is up 7.4% YTD,
and up 126% since 12/31/2019.

The Wisdom Tree Cloud ETF (WCLD), which tracks the EMCLOUD Index, is up 7.1% YTD,
and up 125% since 12/31/2019.

The S&P 500 ETF (SPY) is up 17.3% YTD, and up 36% since 12/31/2019.

The NASDAQ 100 ETF (QQQ) is up 16.2% YTD, and up 72% since 12/31/2019.

---------------------------------------

Note: The sample sizes here are WAY too small to draw any meaningful conclusions.

Note: This is a real-money port. However, a 100% permanent loss here wouldn't affect
my retirement or other financial goals one bit. To paraphrase Mr. Buffett, it's crazy
to risk what you have to get what you don't need. That's why the Carefree Cloud Port
is zero worry.

Best,
Ears
Copyright 1996-2021 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us