# Portfolio Update - March 2021

### I have started a fresh portfolio to track my performance publicly using my "The Emotionless Investing Framework". In this post, I'll be sharing my newly initiated positions!

The market has been quite volatile these months, mainly because of growing interest rates and the Archego sell-off. Will it go down further? No one knows for sure. What I do know is that I’ll stick to my framework and *try *investing as emotionless as possible. I italicized ‘*try’ *to insinuate the difficulty I face is hindering my emotions. It’s hard, to be honest, but the framework truly does help.

If you haven’t read my previous post where I explain the framework, I highly recommend you before reading this, otherwise you may not understand

As I said in my previous post, I use a basket approach for investing. A basket will contain no more than 15 stocks.

Let me show you my baskets!

## 1. The ETF Basket

Holdings:

`['ARKK', 'ARKG', 'ARKW', 'ARKF', 'ARKQ', 'ARKX', 'FNGS', 'FNGO', 'FNGU', 'OGIG', 'NUSI', 'IBUY', 'WCLD', 'MSOS','BLOK']`

As you can see, I’m an avid believer in Cathie Woods's (Owner of ARK invest funds) vision and her open-source approach to research.

I do have a few FANG+ funds, including its 2x and 3x leveraged ETN.

‘OGIG’ is Kevin O’Leary’s ETF which invests in global internet giants.

‘NUSI’ is a Nasdaq-covered call ETF that provides downside protection and a dividend yield of 7.5% as of this writing.

‘IBUY’ is a basket of companies that obtain 70% or more revenue from online or virtual sales.

‘WCLD’ tracks the Bessemer Venture Partners (BVP) emerging cloud index.

‘MSOS’ is a pure US Cannabis ETF.

‘BLOK’ ETF contains companies actively involved in the development and utilization of blockchain technologies.

The reasons behind each pick will be covered in later posts. Stay tuned!

Now let’s calculate the monthly percentage change for a holding (I have a python script that does it for me, comment if you want to know more about it).

**‘ARKK’**

*Its price on 1st of March: 129.50*

*Its price on 31st of March: 119.94*

Percentage Change = (New price - Old Price)/Old Price *100

=((119.94-129.50)/129.50) *100 =

= **-7%** (rounded)

We do the same for each stock.

ARKK: -7%

ARKG: -5%

ARKW: -8%

ARKF: -7%

ARKQ: -4%

FNGS: -5%

FNGO: -10%

FNGU: -17%

OGIG: -8%

NUSI: -2%

IBUY: -2%

WCLD: -9%

MSOS: -12%

BLOK: +7%

i.e., Individual % change = [-7, -5, -8, -7, -4, -5, -10, -17, -8, -2, -2, -9, -12, 7]

I haven’t added ‘ARKX’ in the calculation since it only started trading on the 30th of March.

Total stocks in portfolio = 14 (Didn’t include ‘ARKX’)

**Average monthly portfolio change = Sum of Individual % change / Total stocks in the portfolio **

** = (-7-5-8-7-4-5-10-17-8-2-2-9-12+7) / 14 **

** = -6%**

Therefore, we buy each stock in a **multiple of 6*** *(If you don’t understand, please read the previous post)

Let’s say the** minimum amount you want to invest is $10**. Hence, you will buy 6*10 = **$60 worth of each stock.**

There are **15 stocks **in total (only excluded ‘ARXK’ in the calculation, not in the buying process), and my framework tells me to invest $60 into each stock. Therefore, I have invested a total of 15*60 = $900 into my ETF basket.

Feel free to change the minimum price as per your situation as I have stated in the previous post

## 2. The Chosen One’s

This is a basket of my high conviction stocks.

`['APPH', 'PLTR', 'LMND', 'NNOX', 'U', 'TSLA', 'SHOP', 'SQ', 'SE', 'CRWD', 'IPOE', 'BFLY', 'NET', 'NVDA', 'SDGR']`

I’m only sharing the ticker symbol, to know more about the stock please google the symbol. Reason behind each pick will be explained in the coming posts.

Use the same process as above to find individual percentage changes and the average change in the portfolio.

Portfolio Weight:15

Individual % change: [-45, -3, -26, -10, -4, -2, -11, 0, -5, -13, -8, -12, -2, 0, -27]

The average change in the portfolio is: -11%

Therefore, each stock is bought in a multiple of 11. If the minimum amount is $10, as stated before, $110 is invested into each stock for a total of 110*15 = **$1650.**

## 3. CryptoBucket

A basket of highest conviction cryptocurrencies and tokens.

`['btc', 'eth', 'dfi', 'hns', 'atom', 'dash', 'mana', 'bat', 'stx', 'nmr', 'doge', 'fil', 'hnt', 'algo]`

I’m only sharing the ticker symbol, to know more about the stock please google the symbol. Reason behind each pick will be explained in the coming posts.

Use the same process as above to find individual percentage changes and the average change in the portfolio.

Portfolio Weight:14

Individual % change: [27, 33, 11, 54, 2, 8, 312, 117, 20, 31, 6, 445, 166, 41]

The average change in the portfolio is: +91%.

Wow!

Since the average change is positive, you have two options; Either invest the minimum amount ($10 in the above case) or wait for the change to become negative and invest accordingly.

I recommend you to initiate a starter position if you don’t have any and further invest only when there’s a negative change.

**My current positions and average buy prices**

### ETF Basket

**Stock Avg buy price**

ARKF 52.335

ARKG 89.8661

ARKK 120.8873

ARKQ 84.7206

ARKX 20.7951

ARKW 149.5924

FNGS 28.65

FNGO 38.6952

FNGU 28.9001

NUSI 26.9451

IBUY 125.4705

WCLD 49.2603

OGIG 53.3452

BLOK 56.5851

MSOS 43.5701

### Chosen One’s

**Stock Avg buy price**

APPH 18.015

BFLY 16.74

CRWD 185.7575

IPOE 17

LMND 94.8251

NET 71.9801

NNOX 41.7301

NVDA 551.2403

PLTR 22.965

SDGR 79.62

SE 236.3761

SHOP 1142.3824

SQ 228.9997

TSLA 670.2005

U 100.2506

If you have any confusion or recommendations, feel free to comment. If you liked the post, please share and like!

Thanks for reading.

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