Dear investors,
time flies, my last update is already 2 months ago. 2 months can be very long, especially in these volatile times!
Thanks to the Bitcoin (and Ethereum, Hive and last not least Cardano!) run, the pie chart of my investments (as of today) is even more heavy on Cryptos compared to last time, despite the recent pull back:
Compared to last time I also have more in cash (read later why). Other than that the pie chart didn´t change much.
But today it is about stocks. The Motley Fool is a company, which offers stock tips via a subscription service, including analyses and company updates. Here is my initial post about it, in case you are interested.
I started buying on those recommendations in early July, so let´s see how they performed so far:
| Stock | Date of purchase | Price at purchase | Price today/when sold | Performance |
|---|---|---|---|---|
| Adesso SE | 07-Jul-2020 | 57,74€ | 67,5€ (sold on 23-Sep-2020)(1) | 17% |
| Crowdstrike | 13-Jul-2020 | 102,42€ | 161,55€ (sold on 20-Jan-2021)(1) | 57,7% |
| ASML | 27-Aug-2020 | 321,35€ | 418,7€ (sold on 20-Jan-2021)(1) | 30,29% |
| Shop Apotheke | 17-Sep-2020 | 128,89€ | 201,44€ (sold on 09-Feb-2021)(1) | 56,29% |
| JD.com | 23-Sep-2020 | 63,77€ | 93,87€ | 47,2% |
| LPKF | 01-Oct-2020 | 21,29€ | 26,8€ | 25,9% |
| Bandwidth | 21-Oct-2020 | 158,36€ | 125,23€ | -20,9% |
| Aumann AG | 11-Nov-2020 | 11,07€ | 13,96€ | 26,1% |
| BYD CO. | 30-Nov-2020 | 19,12€ | 25,9€ | 35,5% |
| Lemonade | 28-Dec-2020 | 95,59€ | 104,5€ | 9,3% |
| Exasol | 19-Jan-2021 | 24,48€ | 21,1€ | -13,8% |
| Zebra Techn. | 26-Jan-2021 | 329€ | 413,85€ | 25,8% |
| AirBnB | 17-Feb-2021 | 170,45€ | 170,88€ | 0% |
(1) After fees, taxes
The majority of the ones I sold already went later up still. Of course I should have kept them. The reason I tend to sell with a profit is threefold: Firstly a profit realized is a profit, the best profit not yet realized is just theory. Secondly I like to keep cash to be more flexible in case the whole market goes south - what in principle anytime could happen. I think you all agree that currently with tech stocks a bubble is building up. And finally I use the money to invest in other opportunities.
The others are all except 2 in the green zone, some of them quite considerably! And this despite the NASDAQ developed hardly in 2021 so far due to akind of sell off (app. 7% on average) in the second half of February.
Last time I elaborated more about Lemonade (LMND), but the most recent stock pick from Motley is AirBnB (ABNB). The company had it´s IPO only in last December - it was the biggest IPO in 2020. Airbnb has a leadership position in it´s niche (which the founders of airbedandbreakfast.com have created out of an unmet need), a great customer loyalty and just last Friday it posted better-than-expected quarterly sales.
So all in all so far I am still super happy with the "foolish" recommendations.
What do you think? Are you still "all in" with Cryptos in light of the 23% pullback of BTC, or do you diversify in stocks as well?
What were your 2020 top performers (apart from Bitcoin and LEO)?
