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No. of Recommendations: 6
0 buys this month
0 sells
0 skill
0 effort
0 checking the market
0 worry

Medallia (MDLA) was acquired by Thomas Bravo Co. on 10/29/2021 for $34.00 in cash per
share. This money will go in the port's cash balance, and will be redeployed during
year-end rebalancing.

The Carefree Cloud Port is up 21% YTD, and up 168% since 12/31/2019.

The EMCLOUD Index (BVP Cloud Index), inspiration for this port, is up 17% YTD,
and up 146% since 12/31/2019.

The Wisdom Tree Cloud ETF (WCLD), which tracks the EMCLOUD Index, is up 17% YTD,
and up 145% since 12/31/2019.

The S&P 500 ETF (SPY) is up 23% YTD, and up 45% since 12/31/2019.

The NASDAQ 100 ETF (QQQ) is up 23% YTD, and up 82% 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.

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