Quick Portfolio Update

July 27, 2021

As always, you can follow and track my stock baskets here, on my Performance Scorecard.

When I purchase stocks, the intention is to hold them for 3-5 years. Sometimes however, I change my mind. So I wanted to highlight a couple of changes.

  1. Sold Upwork (Ticker: UPWK) in Coffee Can 5.

    1. Sell Price $48.04 on July 15 2021.

    2. Return: +293% (3.93X).

  2. Sold JD.com (Ticker: JD) in Coffee Can 9.

    1. Sell Price $65.94 on July 26 2021.

    2. Return: -13.87%.

Also, note that earlier this year, Slack (Ticker: WORK) was officially acquired by Salesforce (Ticker: CRM) for $26.79/sh cash + 0.0776 CRM shares per share of WORK, so that’s been updated on the Scorecard.

Update:

  • Replaced JD with CWEB ETF in Coffee Can 9.

  • Buy Date: 7/28/2021

  • Buy Price: $24.62