I particularly like sneaker days like today when I have no time to look at the market, but when I finally do, the portfolio up 2.5%…for the day. AYX reports on Thursday AMC. As the largest holding in the portfolio by far, and this is a big week! I also nibbled on a little more DDOG today…about 1% more to make it a 6% position. As of the close of market, the portfolio sits at an all time high. So even if you were One of the few incredibly unlucky who started following this text and happened to buy the stocks in this portfolio at the absolute high on July 28, 2019 when we had a bit of a drop, today you would still be up by quite a few percent. Who knows if it will continue with the coronavirus on the loose, but with China and the United States printing money by the trillions, I suspect the funds have to go somewhere and are currently pouring into the stock market. It’s an exciting and scary time to be invested. I have to wonder how things will fare when they shut off the spigot and how much longer it can go on, but if I had tried to time the markets and gotten out three years ago when they said we were in a bubble as at the end of the bull market, we would all have missed out on 300% returns…so far. Soldiering on! 😉Cheers.
AYX, DDOG and ROKU (ROKU is not a holding of mine) all report earnings on Thursday after the market close. For any of you still holding SHOP, which I sold WAY too soon, they will report earnings on Wednesday.
FYI: Some pending Earnings Announcements Dates:
(For those eager to know!)
AYX: Feb 13
DDOG: Feb 13
ROKU: Feb 13
GH: Feb 24
TTD: Feb 27
ZM: Mar 4
OKTA: Mar 5
CRWD: Mar 19
MDB: TBD ~ Mar 11
SMAR: TBD ~ Mar 18
