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
Positions
%
Target Position Size
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Portfolio Breakdown
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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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