December 31, 2021

Get Irked - Investments in Play - December 31, 2021

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The Week’s Biggest Winner & Loser

Rivian (RIVN)

After the insane beat-down EV newcomer Rivian’s (RIVN) been receiving over the past month or so, it finally bounced this week. RIVN earned +7.07% and landed itself the Biggest Weekly Winner spot to finish out the year.

Canopy Growth Corp (CGC)

Not only did Canadian cannabis company Canopy Growth Corp (CGC) stink up the joint with a -9.25% weekly loss to become the Week’s Biggest Loser, Canopy has the special designation as the YEAR’S biggest loser, too, losing a nearly mind-boggling -64.57% in shareholder value over the course of 2021…

Portfolio Allocation

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Positions

%

Target Position Size

Get Irked - Investments in Play - Current Holdings - March 12, 2021et Irked's Pandemic Portfolio Holdings as of December 31, 2021

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Portfolio Breakdown

Get Irked - Year-to-Date Performance - Investments in Play vs. Speculation in Play - 2020 Year-to-Date Performance

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Year-to-Date Performance

The Speculative Basket

The Speculative Basket is made up of ten (10) positions that cumulatively share two target allocations. While I have more faith in these positions than those in my Speculation in Play portfolio (why they’re in this portfolio), I don’t want a full allocation to any of them.

The current basket members are: Amazon (AMZN), Berkshire-Hathaway (BRK.B), Coinbase (COIN), Dutch Bros (BROS), IBM (IBM), Rivian (RIVN), Roblox (RBLX), Salesforce (CRM), Skyworks Solutions (SWKS), Take Two Interactive (TTWO), and Twilio (TWLO).

Current Position Performance

Nvidia (NVDA)

+1047.32%*

1st Buy 9/6/2016 @ $15.77
Current Per-Share:  (-$51.39)*

Apple (AAPL)

+925.17%*

1st Buy 4/18/2013 @ $14.17
Current Per-Share: (-$40.27)*

Tesla (TSLA)

+879.92%*

1st Buy 3/12/2020 @ $111.30
Current Per-Share: (-$102.03)*

Block (SQ)

+848.99%*

1st Buy 8/5/2016 @ $11.10
Current Per-Share: (-$116.15)*

Logitech (LOGI)

+691.95%**

1st Buy 11/11/2016 @ $24.20
Current Per-Share: $7.45

Boeing (BA)

+658.25%*

1st Buy 2/14/2012 @ $79.58
Current Per-Share: (-$192.80)*

Nike (NKE)

+615.16%*

1st Buy 2/14/2012 @ $26.71
Current Per-Share: (-$18.88)*

IDEXX Labs (IDXX)

+583.58%*

1st Buy 7/26/2017 @ $167.29
Current Per-Share: (-$76.83)*

Skyworks (SWKS)

+509.75%*

1st Buy 1/31/2020 @ $113.60
Current Per-Share: (-$57.56)*

Disney (DIS)

+474.74%

1st Buy 2/14/2012 @ $41.70
Current Per-Share: $26.95

Take Two (TTWO)

+449.27%

1st Buy 10/9/2018 @ $128.40
Current Per-Share: $39.56

Salesforce (CRM)

+323.55%

1st Buy 6/11/2018 @ $134.05
Current Per-Share: $60.00

Twilio (TWLO)

+211.03%

1st Buy 8/8/2019 @ $125.71
Current Per-Share: $84.67

JP Morgan (JPM)

+151.23%

1st Buy 10/26/2017 @ $102.30
Current Per-Share: $63.03

Amazon (AMZN)

+138.37%*

1st Buy 2/6/2018 @ $1,382.96
Current Per-Share: -($995.54)*

Roblox (RLBX)

+71.93%

1st Buy 9/29/2021 @ $77.00
Current Per-Share: $60.00

Berkshire (BRK.B)

+63.50%

1st Buy 8/2/2019 @ $199.96
Current Per-Share: $182.87

Dow (DOW)

+57.61%

1st Buy 5/13/2019 @ $53.18
Current Per-Share: $35.99

IBM (IBM)

+45.00%

1st Buy 11/6/2018 @ $120.87
Current Per-Share: $92.18

Dutch Bros (BROS)

+25.70%

1st Buy 9/20/2021 @ $42.25
Current Per-Share: $40.50

Canopy (CGC)

+24.73%

1st Buy 5/24/2018 @ $29.53
Current Per-Share: $7.00

Rivian (RIVN)

-10.42%

1st Buy 11/12/2021 @ $127.00
Current Per-Share: $115.75

Coinbase (COIN)

-34.36%

1st Buy 4/14/2021 @ $412.47
Current Per-Share: $384.45

* Indicates a position where the capital investment was sold.
Profit % for * positions = Total Profit / Starting Capital Investment

** Indicates a position calculated based on initial investment due to extremely low per-share price (causes ridiculous and inaccurate “gains”)

A negative share price indicates the dollar amount of profit for each share currently held.

This Week’s Moves

Looking Back at 2021…

The market rotation out of tech growth stocks into cyclical reopening plays combined with a couple big losers really hit the Investments in Play portfolio’s performance hard. While the portfolio did return a +7.27% gain, the S&P 500’s giant +26.89% leap dwarfed the performance of the portfolio this year.

2021’s 5 Biggest Winners

1. Nvidia [NVDA]: +125.29%
2. Roblox [RBLX]: +59.94%
3. Dutch Bros [BROS]: +57.03%
4. Tesla [TSLA]: +49.76%
5. Apple [AAPL]: +33.82%

2021’s 5 Biggest Losers

1. Canopy Growth Corporation [CGC]: -9.25%
2. Coinbase [COIN]: -33.76%
3. Block/Square [SQ]: -25.79%
4. Twilio [TWLO] -22.20%
5. Logitech [LOGI]: -15.14%

Want Further Clarification?

As always, if you have questions about any of my positions or have positions of your own that you’re curious about – feel free to leave a comment below!

See you next week!

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Disclaimer: Eric “Irk” Jacobson and all other Get Irked contributors are not investment or financial advisers. All strategies, trading ideas, and other information presented comes from non-professional, amateur investors and traders sharing techniques and ideas for general information purposes. As always, all individuals should consult their financial advisers to determine if an investing idea is right for them. All investing comes with levels of risk with some ideas and strategies carrying more risk than others. As an individual investor, you are accountable for assessing all risk to determine if the strategy or idea fits with your investment style. All information on Get Irked is presented for educational and informational purposes only.
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