Portfolio Update (Q2 2022)
Portfolio Performance, Holdings, and Future Outlook at the end of Q2 2022
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.
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
