My Personal Portfolio 2021 Update
I highlight my holdings, their performance, my cost basis, and most importantly, my portfolio’s dividend growth during 2021.
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Awsome to find out about your you tube channel.. i followed your shy portfolio on S.A.. love you’re investing style thanks for all you do..
Great video; full of helpful information. You have long been one of my favorite authors on SA. I always, always look for your articles on that site and as a newbie, I have learned so much from them (you). In fact, it was the link on your most recent article that brought me to your YouTube channel. Looking forward to your future videos. Liked and Subscribed! Be well…
How much of your annual dividend growth is from added capital? That 15% sounds too good to be true. 😉 I'm just starting my journey with only few years of investing behind me and the new added capital still is the biggest addition to growth of dividends. Can't wait for the intrinsic growth to surpass what I can grow adding new, just don't know how long will that take.
How was pypl up 21% last year? @nick
Always look forward to check if you release new videos. Super educational specially on these huge market sell offs it is important to buy good companies at good prices. Thanks for all your videos and letter
I've noticed those comments before on your content about "Why not just buy the S&P?" While I agree with some of the sentiment that 70 or so holdings is a lot, it's not like you're buying them on a whim and ignoring valuation. Your exposure may be similar to the S&P, but your performance isn't. Unlike buying an index fund where you can't really negotiate on prices, buying the individual companies means you can buy when they are undervalued and pass on them when they're overvalued.
As for the stocks themselves, I personally like the semiconductor equipment space over the actual designers of chips. Regardless of who wins long term with best CPUs, AI, Cloud servers, etc. the companies making those chips (TSMC, Intel, Samsung, etc) still need the manufacturing equipment. KLAC and LRCX are a couple that have shown great dividend growth potential too.
Also, what happened to ARK? Maybe I missed something but I thought you had exposure to those funds too.
Great as always. Thanks for your insights and all the work you put in.
Thanks Nick!!
Great stuff 🙂
Thanks for content nick