Model Portfolio Gains Since Inception
Model Portfolio gain since inception +61%
SPY gain since inception +18%
QQQ gain since inception +45%
My goal with the Model Portfolio was to beat SPY and QQQ. I am pleased to see that goal was accomplished. However, there is no telling what will happen in 2024.
Hyper-growth stocks fall as fast as they gain. GLBE, NET, DDOG, CELH, CWRD, SNOW, NU, and ADYEY are the hyper-growth holdings in the Model Portfolio.
Even if there are major drawdowns in 2024, my plan is to add shares rather than sell.
Timing the market is difficult. Sometimes when one takes profits, one ends up buying at a higher price. There is also the fact that short-term sales have a substantially larger capital gains tax.
Have a great New Year!
This website is created and authored by Marlin Sandlin and is published and provided for informational and entertainment purposes only and merely cites my own personal opinions. I am not a financial advisor, and this website is not intended to constitute investment advice or provide specific advice or recommendations for any individual or on any specific security or investment product. Any action you take upon the information you find on this website is strictly at your own risk. This website may share links to articles and information which is interesting to me, but it is in no way an endorsement by me or by anyone associated with me. The views reflected in the commentary are subject to change at any time without notice. I may or may not hold investments in the companies or securities discussed on this website.This website is created and authored by Marlin Sandlin and is published and provided for informational and entertainment purposes only and merely cites my own personal opinions. I am not a financial advisor, and this website is not intended to constitute investment advice or provide specific advice or recommendations for any individual or on any specific security or investment product. Any action you take upon the information you find on this website is strictly at your own risk. This website may share links to articles and information which is interesting to me, but it is in no way an endorsement by me or by anyone associated with me. The views reflected in the commentary are subject to change at any time without notice. I may or may not hold investments in the companies or securities discussed on this website.
Marlin Sandlin owns shares of GLBE, NET, DDOG, CELH, CWRD, SNOW, NU, and ADYEY.
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