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Portfolio Update (Q2 2022)
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Portfolio Update (Q2 2022)

Portfolio Performance, Holdings, and Future Outlook at the end of Q2 2022

Trey Henninger
Jul 16
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Portfolio Update (Q2 2022)
diyinvestingstocks.substack.com

In this portfolio update, my goal is to provide you with information on my portfolio performance so far in 2022, take a look at each of my stock holdings, and discuss recent changes in the portfolio. I’ll close with a future outlook discussion for the rest of 2022 for each of my individual stock holdings.

Let’s dive into it.

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2022 Portfolio Performance YTD

In 2020 and 2021, I outperformed the S&P500. However, the first half of 2022 has been rough. All six months have individually been negative months and as a whole I’m down worse than the S&P500 this year. While I continue to beat the S&P500 since inception (Jan 2020), 2022 has been a very different year so far from a performance standpoint.

  • Jun/Q2 2022 YTD Return = -29.3%

  • May 2022 YTD Return = -20.5%

  • Apr 2022 YTD Return = -18.1%

  • Mar/Q1 2022 YTD Return = -14.8%

Since Inception:

  • 2020 FY Return = +22.0% (Vs 18.4% for the S&P500 with dividends reinvested)

  • 2021 FY Return = +117.5% (vs 28.71%)

  • Compound Annual Growth Rate = 28.6%

    • January 2020 - June 2022

Current Holdings and Portfolio Allocation

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