A monthly update of the Compound 8 to 80 Portfolio… Performance Review and Market Environment The 8 to 80 Portfolio declined 5.06% (net of fees) in September. In last month’s update, I wrote the following: “The equity markets in the U.S. have been unusually calm thus far in 2021, with the S&P 500 already posting 54 all-time highs and […]
A monthly update of the Compound 8 to 80 Portfolio… Performance Review and Market Environment The 8 to 80 Portfolio gained 0.59% (net of fees) in August. The equity markets in the U.S. have been unusually calm thus far in 2021, with the S&P 500 already posting 54 all-time highs and doing so without a pullback greater than 5% […]
A monthly update of the Compound 8 to 80 Portfolio… Performance Review and Market Environment The 8 to 80 Portfolio declined 0.52% (net of fees) in July. We saw a resurgence of covid-19 during the month, with the Delta variant pushing up cases in the U.S. to levels we haven’t seen since April. While the vaccinations still […]
A monthly update of the Compound 8 to 80 Portfolio… Performance Review and Market Environment The 8 to 80 Portfolio gained 5.66% (net of fees) in June. Since inception (October 2020) the portfolio has gained 13.48% (net of fees). The broad markets finished higher in June with growth/technology stocks leading the way. This was a reversal of […]
A monthly update of the Compound 8 to 80 Portfolio… Performance Review and Market Environment The 8 to 80 Portfolio declined 0.58% (net of fees) in May. We added to some existing positions during the month on the correction and initiated two new positions. The broad markets sold off in the first half of May with growth names […]
A monthly update of the Compound 8 to 80 Portfolio… Performance Review and Market Environment The 8 to 80 Portfolio gained 2.69% (net of fees) in April. After a sharp pullback in March, there was a recovery in higher growth and Tech names in April, but on a relative basis they’re still exhibiting underperformance this year after a […]
A monthly update of the Compound 8 to 80 Portfolio… Performance Review and Market Environment The 8 to 80 Portfolio declined 2.36% (net of fees) in March. There was a sizeable correction that began in mid-February in high growth and momentum names (see here for a more detailed post on this). A number of the 8 to 80 […]
A new series covering companies in the Compound 8 to 80 Portfolio… 1) Why is Nike an 8 to 80 Brand? “Just Do It.” Arguably the most recognizable slogan from one of the most recognizable companies. With customers in every generation, from 8 to 80, Nike is the leading global apparel brand in the world. 2) […]
A new series covering companies in the Compound 8 to 80 Portfolio… 1) Why is Zoom an 8 to 80 Brand? “Let’s Zoom.” 2020 was the year that Zoom became a verb, providing an easy-to-use service that became an essential part of everyday life. Last April, daily Zoom meeting participants surged to 300 million, up from […]
A monthly update of the Compound 8 to 80 Portfolio… Performance Review and Market Environment The 8 to 80 Portfolio gained 2.22% (net of fees) in February. In a repeat of January, equities came under pressure in the last week of the month. This time, the sell-off was blamed on rising interest rates and inflationary fears as the […]
A new series covering companies in the Compound 8 to 80 Portfolio… 1) Why is Shopify an 8 to 80 Brand? Shopify is used by over 1 million businesses in 175 countries around the world. Its user-friendly interface allows anyone to set up an online store. With Shopify POS, merchants can also sell their products in […]
A new series covering companies in the Compound 8 to 80 Portfolio… 1) Why is Spotify an 8 to 80 Brand? With 345 million monthly active users and 155 million subscribers, Spotify is available in 93 countries and used by people of all ages. At 35% market share, Spotify is currently the world’s biggest music streaming […]
A new series covering companies in the 8 to 80 Portfolio… 1) Why is Amazon an 8 to 80 Brand? Launched as a bookseller in 1995, Amazon has grown to become one of the most influential companies in the world, used by people of all ages in all walks of life. “I’ll just buy it on […]
A new series covering companies in the 8 to 80 Portfolio… 1) Why is Google an 8 to 80 Brand? “Just google it.” A phrase that has become synonymous with finding the answer to any question imaginable. Google is now estimated to control over 90% of the world’s search market, used by people of all ages. […]
A new series covering companies in the 8 to 80 Portfolio… 1) Why is Apple an 8 to 80 Brand? Apple now has over 1.5 billion active devices worldwide, including 1 billion iPhone users. Its products are used by people of all ages, and it has become the most widely recognized brand in the world. 2) What […]
A monthly update of the Compound 8 to 80 Portfolio… Performance Review The 8 to 80 Portfolio gained 0.25% (net of fees) in January. The historic squeeze in heavily shorted names (GameStop being the most prominent) featured extreme volatility, which eventually spilled over to the broader markets as hedge funds delevered. The S&P 500 finished down 1.01% (total […]
A new series covering companies in the 8 to 80 Portfolio… 1) Why is Netflix an 8 to 80 Brand? Netflix is increasingly becoming a part of every household, and its viewers span multiple generations, from Gen Z to Boomers… It has also become a global brand, with international growth outpacing US growth over the past […]
A new series covering companies in the Compound 8 to 80 Portfolio… 1) Why is Nike an 8 to 80 Brand? “Just Do It.” Arguably the most recognizable slogan from one of the most recognizable companies. With customers in every generation, from 8 to 80, Nike is the leading global apparel brand in the world. 2) […]
A monthly update of the Compound 8 to 80 Portfolio… Performance Review The 8 to 80 Portfolio gained 0.73% (net of fees) in December. The broad equity markets continued to grind higher during the month with market participants celebrating the long-awaited passage of the second major stimulus bill ($900 billion). Covid-19 cases, hospitalizations, deaths in the US hit […]
A new series covering companies in the Compound 8 to 80 Portfolio… 1) Why is Zoom an 8 to 80 Brand? “Let’s Zoom.” 2020 was the year that Zoom became a verb, providing an easy-to-use service that became an essential part of everyday life. In April, daily Zoom meeting participants surged to 300 million, up from […]
A monthly update of the Compound 8 to 80 Portfolio… Performance Review The 8 to 80 Portfolio gained 5.25% (net of fees) in November. The broad equity markets surged higher during the month with positive vaccine news from Pfizer and Moderna providing a hopeful light at the end of the tunnel. Investors are also anticipating another round of […]
A new series covering companies in the Compound 8 to 80 Portfolio… 1) Why is Shopify an 8 to 80 Brand? Shopify is used by over 1 million businesses in 175 countries around the world. Its user-friendly interface allows anyone to set up an online store. With Shopify POS, merchants can also sell their products in […]
A new series covering companies in the Compound 8 to 80 Portfolio… 1) Why is Spotify an 8 to 80 Brand? With 320 million monthly active users and 144 million subscribers, Spotify is available in 92 countries and used by people of all ages. At 35% market share, Spotify is currently the world’s biggest music streaming […]
A new series covering companies in the 8 to 80 Portfolio… 1) Why is Google an 8 to 80 Brand? “Just google it.” A phrase that has become synonymous with finding the answer to any question imaginable. Google is now estimated to control over 90% of the world’s search market, used by people of all ages. […]
A new series covering companies in the 8 to 80 Portfolio… 1) Why is Amazon an 8 to 80 Brand? Launched as a bookseller in 1995, Amazon has grown to become one of the most influential companies in the world, used by people of all ages in all walks of life. “I’ll just buy it on […]