Portfolio update – May 2021

On By piranhaprophetIn My Portfolio
Asset CategorySymbolQuantityCost BasisClose PriceValue
StocksAMD3002195780.8124243
StocksCXSE2001236967.7913558
StocksMSFT500120473.25247.4123700
StocksPLTR40007325123.0692240
StocksTSM20023441.88118.5123702
Equity and Index OptionsIEF 20JAN23 108.0 P1270.71282.3286232.86
Equity and Index OptionsKL 18JUN21 40.0 P132.90780.276827.68
Equity and Index OptionsMSFT 18JUN21 237.5 P-3-368.1287181.25-375
Equity and Index OptionsPLTR 20JAN23 65.0 C508565.641.7558775
Equity and Index OptionsTLT 20JAN23 110.0 P1419.08284.225422.5
Equity and Index OptionsMSFT  210618C0026000050.66-330-5
I started a collaborative fund back in July 2020. The short term aim was to see how far it could go within 1 year. Till date, the fund has reach a performance of 50 % – beating the S&P 500 on average. With this benchmark in mind, the long term aim is now to reach 2 million within 6 years with financial freedom in mind. This blog was created to capture this journey. The initial dips in Q3 2020 and Q4 2020 were as a result of overallocation in certain bubble stocks which i have since sold off. The focus is on an investing strategy of

– good companies with strong competitive moats, consistent earnings
– growth companies with breakout earnings, growing competitive moats
– geographical diversification

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