February 4, 2022

Get Irked - Investments in Play - February 4, 2022

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The Week’s Biggest Winner & Loser

Dutch Bros (BROS)

Despite competitor Starbucks (SBUX) (or maybe because of…?), investors remembered that they love caffeinated coffee chains with huge growth potential, causing Dutch Bros (BROS) to leap a whopping +21.59% this week! In a week where nearly every position ended in the green, such a huge pop not only earned BROS the Week’s Biggest Winner spot, but also gave it a Year-To-Date gain of +13.49% where most positions still remain underwater. 

Skyworks Solutions (SWKS)

The past  few weeks and months have not been kind to Skyworks Solutions (SWKS). First, Apple (AAPL) announced it would be experimenting making the very chips currently supplied by SWKS, and, then, this week Skyworks missed on its earning report and gave weak guidance. Oof. The nonstop negative news caused SWKS to drop -3.48% in a week where most positions popped, easily “chipping” it into the Week’s Biggest Loser slot.

Portfolio Allocation

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Target Position Size

Get Irked - Investments in Play - Current Holdings - March 12, 2021et Irked's Pandemic Portfolio Holdings as of February 4, 2022

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Portfolio Breakdown

Get Irked - Year-to-Date Performance - Investments in Play vs. Speculation in Play - 2021 Year-to-Date Performance

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Year-to-Date Performance

The Speculative Basket

The Speculative Basket is made up of nine (9) 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), Rivian (RIVN), Roblox (RBLX), Salesforce (CRM), Skyworks Solutions (SWKS), Take Two Interactive (TTWO), and Twilio (TWLO).

Current Position Performance

Apple (AAPL)


1st Buy 4/18/2013 @ $14.17
Current Per-Share: (-$34.65)*

Nvidia (NVDA)


1st Buy 9/6/2016 @ $15.77
Current Per-Share:  (-$22.45)*

Amazon (AMZN)


1st Buy 2/6/2018 @ $1,382.96
Current Per-Share: $34.77

Tesla (TSLA)


1st Buy 3/12/2020 @ $111.30
Current Per-Share: (-$93.94)*

Block (SQ)


1st Buy 8/5/2016 @ $11.10
Current Per-Share: (-$100.30)*

Boeing (BA)


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

Logitech (LOGI)


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

Nike (NKE)


1st Buy 2/14/2012 @ $26.71
Current Per-Share: (-$13.75)*



1st Buy 7/26/2017 @ $167.29
Current Per-Share: (-$52.18)*

Skyworks (SWKS)


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

Disney (DIS)


1st Buy 2/14/2012 @ $41.70
Current Per-Share: $31.21

Take Two (TTWO)


1st Buy 10/9/2018 @ $128.40
Current Per-Share: $50.23

Salesforce (CRM)


1st Buy 6/11/2018 @ $134.05
Current Per-Share: $98.25

JP Morgan (JPM)


1st Buy 10/26/2017 @ $102.30
Current Per-Share: $69.57

Berkshire (BRK.B)


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

Dow (DOW)


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

Twilio (TWLO)


1st Buy 8/8/2019 @ $125.71
Current Per-Share: $118.00

Dutch Bros (BROS)


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

Canopy (CGC)


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

Roblox (RLBX)


1st Buy 9/29/2021 @ $77.00
Current Per-Share: $60.80

Coinbase (COIN)


1st Buy 4/14/2021 @ $412.47
Current Per-Share: $293.43

Rivian (RIVN)


1st Buy 11/12/2021 @ $127.00
Current Per-Share: $99.80

* 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

“Don’t Just Stand There… Do Nothing!”

Long-term investing can definitely seem tedious when nothing happens for an entire week. Despite virtually the entire of month throwing us deep into Buying Season, the market’s bounce over the course of the past week left me sitting on my hands.

However, on a boring week, I find it worthwhile to reminds myself of one of my favorite investing adages: “Don’t just stand there, do nothing!”

Many investors – particularly new/young investors – will feel compelled to take action when a stock is rallying or selling off, whether that’s chasing up a gain or trying to limit losses. However, after having been involved in the stock market for nearly 25 years, I’ve learned to appreciate that inaction, in itself, is actually an action.

In other words, when the market is raging with volatility like it has the past few weeks, if you don’t know what to do, most of the time the best action is to do nothing at all. Many new investors don’t realize that taking no action is still doing something; there is actually one more move than buying or selling that traders and investors can take – holding.

Right now, the market’s trading above my next sell targets for my positions and below where I can take profits, so, accordingly, my action is to sit pat and hold. If you can’t take the volatile price swings, stop checking your portfolio and do something else. Or, at the very least, don’t just stand there, do nothing.

Have a great week, everyone!

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.