My top (>2%) positions in no particular order: META, GOOGL, BRKB, NVDA, AAPL, AMZN
In:
Out:
Fixed income: 1%
Cash: 10%
Sectors
(kinda): Insurance (BRK): 11%, Media: 0%, Banks/financials: 5%,
Stock funds: 2%, Industrial: 1%, Consumer: 4%, Medical/pharma: 2%,
Tech: 48%, Various owner-operators (not included in other categories): 1%
New positions: IRTC, RIVN, GMS, GH, LULU, AUR, AVGO, ZI, TMO, BATRK, MCHP, BSKY, LNW, LGRDY, ATKR, ASPN, CVNA, GENI, APTV, VIK, PSTG, ENPH, INTC
Positions
increased: MRNA, PYPL, CELH, RNG, THRY, EVVTY, KARO, BILL, DUOL, CRWD, UTHR, DASH, PCTY, ABNB, TEAM, PINS, LRCX, SNOW, SE, SHLS, SYM, IWF, CPNG, DOCN, FOUR, MNDY, ZS, GMAB, PGNY, LVO, MELI, ANET, AMAT
Positions reduced: EXPE
Positions
eliminated: MU, CSL, TDOC, GISOX, AKREX, COHR, BABA, ZM, HLFFF, OSSIF, CNNE
Flip-flop: RILY/RILYK/RILYN/RILYT/RILYP, BMBL, ETSY, META, U, EMKR, ETHE/FETH
New positions mostly tracking.
Added to positions at somewhat attractive valuations.
EXPE reduced on runup
OSSIF sold on buyout. Others sold on low conviction and poor reported results.
RILY/RILYK/RILYN/RILYT/RILYP - flip flop on runups and drops, still risk of BK.
BMBL - bought more then sold the whole position.
ETSY - bought some, then sold the whole position
META - sold some to reduce position with small buys at lower prices
U - bought some, then sold the whole position
EMKR - bought some on buyout offer, sold on run up.
Flipped ETHE to FETH
My returns for time periods ending December 31, 2024:
Stock accounts: 2024: 31.83%, 2y: 37.84%, 3y: 10.49%, 5y: 14.65%, 10y: 11.93% annualized.
All investment accounts including 401(k)s, ESPPs, etc (some unreliable numbers): 2024: 28.21%, 2y annualized: 30.43%, 3y: 8.56%, 5y: 12.71%, 10y: 10.68% annualized.
For comparison SP500 returns (without dividends and dividend reinvestments):
2024: 24% (25% with dividends?), 2y: 24%, 3y: 7.6%, 5y: 12.6%, 10y: 11.6% annualized.
IWF returns (without dividends and dividend reinvestments):
2024: 34.7%, 2y: 38%, 3y: 10.6%, 5y: 17.7%, 10y: 15.9% annualized.