My Entire Growth Stock And Crypto Portfolio + ROI 2020
What's up millennials? First of all a very happy new year to you! I hope that your 2021 is going to be way better than your 2020 has been and I also hope that you're staying healthy. So in this video we're going to do two things. First of all we're going to take a look at my current portfolio which is consisting of stocks and crypto as well and in the end of this video I'm going to show you what my ROI, my return on investment has been for the year 2020. But
before we start two things first. First of all I'm going to tell you that in this video I'm not going to be talking about dollar amounts but I'm going to be talking about percentages because I think that people are a little bit too worried about the actual dollar amounts and are not looking enough at percentages so I think that percentages are more important. And sometimes showing the dollar amount can also lead to some jealousy and the feeling that you need like more money than the other person so I'm going to try to avoid that and I'm going to try to stay objective. And the second thing is that I'm going to be adding chapters to this video as well just like my normal videos so you can skip the boring parts or the parts that you don't find relevant at all and you can just save a little bit of time if you need so. And I'm mainly creating this video to document my journey.
It's not necessarily the case that I want to prove myself even though sometimes people actually do give me that feeling a little bit. I'm not gonna lie. Today we're going to be looking at lots of pie charts. I made like several pie charts and first we're going to take a look at the three main categories which are in my case cash, crypto and stocks. After that I'm going to dive a little bit deeper into the category of stocks and also the category of crypto. Let's first talk a little bit about this allocation. First of all let's talk a little
bit about my cash position. Currently it's sitting at 20% and I'm fine with that. Currently I have a lower income as well because I'm switching from translation to this new project which so far is mainly based on making these videos for Youtube right so that also means that my current income is a little bit less stable, less predictable as well so I kind of need more cash than I would if I just kept on translating right. And I think that's also a good guideline to have that the more insecure your income the higher your cash position should be as well and vice versa also the more secure your income the more you can invest into stocks and cryptocurrencies right. If you want to know a little bit more about that about my business transition from translation to Youtube and other things then definitely check out my other two videos in my business playlist. Definitely check that out. And apart from that with regards to cash I'm also going to need
some extra cash to pay for income tax later on this year so I need to reserve a little bit for that. So as you can see the rest of the money is allocated to stocks and crypto. I've got about 48% of my net worth in stocks and about 32% in crypto. Also quite happy with that allocation to be honest with you. The crypto allocation has grown quite a bit quicker than stocks relatively speaking and that's simply because bitcoin has just appreciated quite a bit this year. So what we are going to do now is dive a little bit deeper into the part of stocks first and then the part of cryptocurrencies as well. Okay so first of all we're going to take a look at that 48% of stocks into what kind of stocks I have put that. So let's go to the second beautiful pie chart over here.
I've got my stocks in several categories if you will. I've ... for now I've divided them into three categories which you can see on screen right now. The biggest category is simply the long-term holds, 74 percent, then the long-term sells as I am going to call it for now, the 12% category and then the last category is swing trades which now is a 14% of my allocation in stocks right. So the long-term holds they should be quite self-explanatory. I simply want to hold these stocks for long term and that in my case is about three to five years more or less. Now the long-term sells, the orange category of 12% is a little bit more complicated because a few weeks ago I changed my long-term strategy a little bit. Now I kind of want my
long-term portfolio to consist of industry leaders that could still grow at least 5x more or less in the next 10 years or so. I'm going to explain a little bit more about that in a minute but yes long-term sells are basically stocks that I had originally planned to keep for the long term but now I've decided that these stocks don't fit my current long-term strategy anymore. And I'm also going to explain a little bit more about that as well. And the last category, swing trades,
14%, these should be quite a self-explanatory as well. Just holding these stocks for a couple of like weeks or months depending on the technical analysis and also depending on the valuation. So some swing trades as we will see could eventually end up becoming long-term holds as well but for now they are simply not. And my swing trades right now are mainly based on SPAC valuations and also technical analysis. So yeah long-term holds 74%, long-term sells 12% and swing trades 14%. For the
next pie chart we're going to be looking at the long-term holds. So again these are companies or stocks that I want to hold for about three to five years more or less. That could change but usually I want to hold them for three to five years. These are usually industry leaders and these are also stocks that potentially could grow 5x in the next 10 years. Of course that's not a guarantee but
I do personally think that actually all of these stocks could grow 5x in the next 10 years. I'm not going to go into detail about each stock because that would simply take me a lot of time so I'm just going to go through each of these stocks ... I believe I have 15 stocks in there ... very briefly. All right so we're going to start with the biggest position which is Switchback Energy,
SBE, currently sitting at 13% of my long-term holds. Switchback Energy is a SPAC that's going to acquire Chargepoint. Chargepoint right now is the leader in EV charging stations and I've made multiple videos about this SPAC and I've had ... I've got a lot of confidence in this stock as well and the stock also more than doubled since I bought this stock. So if you want more information check out my other videos about Switchback Energy. Second position is UAVS which is AgEagle, a drone company. I also made a video about this stock as well. So far AgEagle is the leader in
agricultural drones and they could also become a major player in the package delivery space right. You're going to see that I have multiple drone stocks in this portfolio because I'm quite bullish about this niche. I'm simply not very sure yet which leader, which company is going to be the leader in the world of package delivery via drones but I do think it's going to be a massive industry. And AgEagle says that they're going to be partnering up with a major e-commerce company. We're not sure about which one just yet. There are rumors that it's going to be Amazon but yeah probably that is not true. I think that the likelihood or the probability is very low. And the company AgEagle also partnered with Valqari which makes like mailboxes for drones and I think that's very important to have because that's already part of the infrastructure we're going to need for package delivery via drones right. Third position is going to be Lemonade, LMDN.
This is the leader in digital insurance and I see a lot of growth opportunity for this company. It's definitely a stock that I'm going to dive deeper on in this year so if you're interested into this stock then also definitely check out the interview with the CEO of Lemonade that Dave Lee on Investing did on his channel. It's a very interesting one. Number four is going to be Tesla. That doesn't really need any introduction of course. The leader
in electric vehicles, it's probably the leader or going to be the leader in autonomous vehicles, probably going to be leader in robo taxis and it's probably also going to be leader in car insurance. So yeah I don't really think I need to add anything to that. Next one is ALPP, this is Alpine 4 Technologies. I mainly bought this one because of their acquisition of Impossible Aerospace which is a drone company and this stock ... I actually used this as a small swing trade and then the stock went up literally 10x from the point where I bought it so I did take some profits and yeah the stock price did correct a little bit since then but I'm going to just hold on for now until I know a little bit more about which company could become the drone or which company could become the leader of drones right. Alpine 4 or at least Impossible Aerospace, they have a focus on drones for
first responders so that means the police, firefighters, ambulances etc and right now it's currently trading on OTC, over the counter, but this might be included in the Nasdaq soon as well so I'm at least going to wait for that to happen and then I'll probably decide if I'm going to keep this in my long term hold strategy or if I'm just going to get rid of it. For now I just like to have it in there. Next one is TDOC, Teladoc. I already did some videos about Teladoc as well. This is the leader in the telehealth industry so that's basically remote healthcare if you will. The stock hasn't done a lot in the last six months or so but I do believe that long term it can appreciate quite a lot and also one of my favorite institutional investors ARK Invest is also buying this one like crazy so I love that. Next one is UPWK which is Upwork. It depends a little bit on who you ask: it's either the leader or a very strong number two in the online freelance workspace industry the other company being Fiverr of course. The last conference call that was really great because the stock went up more than 40 percent the day afterwards. And I found this
stock because of Jeremy from Financial Education and also because of Matthew Huo, great Youtubers in this Finance space. Next stock is going to be CRSP, this is CRISPR Therapeutics. They are the leader in CRISPR technology. ARK Invest is also very interested in this stock so I like that and I think that they ... or they actually think also that the genomics space will be growing a lot this decade. I still need to dive deeper into CRISPR technology but I'm definitely going to do that this year so keep your eyes out open for that one. The next stock is going to be SHOP, Shopify, one of the biggest e-commerce companies out there of course. We're definitely going to
see more and more small merchants bringing their business online so I'm very bullish about that and I also like their CEO a lot. The next stock is going to be TPGY. It's also a SPAC that is going to acquire EVBox. I made a valuation video for this SPAC. I think it still has some room to go and this is like the European Chargepoint if you will so this is also going to be a major player in the world of EV charging stations. I do think that Chargepoint, so the company that's going to be acquired by Switchback Energy, will likely continue to dominate and I'm not 100% sure if I'm going to keep EVBox ... if I'm going to keep TPGY for the long term but for now I do want to see if EVBox can become a major rival for Chargepoint so that's going to be an interesting battle I think.
The next stop is CFII. This is a SPAC as well that's going to acquire View. I made a valuation video for this company as well and I believe that this is actually one of the most undervalued and under hyped SPACs at this very moment. View is the leader in smart glass technology. It's a very interesting technology that I personally actually don't know enough about just yet so you can definitely expect multiple videos about this stock and about this company the next couple of months. Next stock is SQ, this is Square. This is the major point of sale payment company mainly used by small businesses. This is also one of the major picks by ARK Invest. And the company is owned by Jack Dorsey, the CEO of Twitter so I like that as well. Next stock is Docusign, DOCU. This is of
course the leader in digital signing of documents. This could become a very interesting blockchain company as well. I'm going to research a little bit more this year if this company is actually going to use blockchain a lot and if they're going to collaborate with Chainlink which is one of the cryptocurrencies that I hold which we're going to take a look at later on in this video.
Then we have the stock WKHS, this is Workhorse, a third drone play in my portfolio over here. This is one of the major contenders I believe for the title of leader in the world of drones for package delivery. The thing is they make electric trucks for UPS and these trucks could be equipped or can be equipped with their own drone so the Workhorse drone and that means that they could have access to the infrastructure that is needed for package delivery at scale so I'm very bullish on that as well. And then the last company is ZM, Zoom, probably
doesn't really need an introduction either. We all probably have been using Zoom this year or last year actually, 2020 of course. This is of course the leader in video conferencing tools and yeah, more and more people are going to be working from home and Zoom will be used even more than it is already now being used I believe. Then the next category is going to be the long term sells category. A little bit of a weird category maybe. So I had these in my long-term portfolio so like the portfolio that we have just been taking a look at but I want to sell these companies, these stocks because they don't fit my current strategy anymore. So let's take a look first of all ALFEN,
the ticker symbol is similar or is exactly the same as the name of the company. ALFEN is a Dutch company that works on EV charging stations and energy storage. It's a nice company for sure but yeah it's just not a worldwide leader right. So still they gave me some pretty good gains in 2020 but I'm going to sell at some point. I already took off about one third of my position but I'll continue to sell the rest as well at some point and probably actually sooner rather than later.
The second stock in here is BABA, Alibaba of course, major e-commerce player as well but yeah I do see some heat underneath the Chinese stocks at the moment and I'm not entirely sure if this stock can grow 5x in the next 10 years. It probably can but yeah for safety reasons I'm just going to pass on Alibaba for now. Don't think I need to say anything more about that company. The third company in this list is HYLN which is Hyliion. This is one of my biggest mistakes of 2020 I would
say. I actually bought this company when it was still a SPAC and the stock went up more than 100% but I didn't take any profits because I didn't really know anything about valuations just yet and I thought that it would go to the moon even more but yeah then it kind of dropped to the earth. I currently do think that it is undervalued so that's why I still have it but yeah I don't think it's a very great long-term hold. I also believe that their current technology is a little bit like bridge technology if you will and that we might not even need that technology in like 10 years or so. So yeah I'm just going to hold it for now and see what happens in the next coming weeks or months. Next stock is GLPG. This is Galapagos, it's a healthcare
company from Belgium. I have owned this stock since the beginning of my journey, my investing journey. I started investing in stocks just last year in 2020 actually and I've held this stock since the beginning. It had a very very beautiful graph until they
released some very bad news with regards to one of their most important treatments. Then I held on. Then a second piece of bad news came. I held on. Then the stock came down even more and I kept holding on because I simply believed that it would turn around and then we received a third piece of horrible news actually and yeah the stock just crashed and it came down until it reached a price where the market cap was actually the same as the amount of cash on their balance sheet. That's pretty insane. So I'm basically currently holding a company that's worth zero at the moment. I'm kind of going to wait until the next conference call to see what their cash position is like and also what kind of plans they have for the future. I do think
it's going to recover a little bit but yeah I'll get out quickly when it does recover quite a bit. And then the last company in this list is CDR, CD Projekt Red, made a video about this company as well. It's a video game producer from Poland. A little bit a similar story as with regards to Galapagos. It had a beautiful graph until they released their hyped up game Cyberpunk 2077.
The game was full of bugs and they also sold less copies than expected but yeah now I do actually hear some more positive feedback from the players that are playing Cyberpunk 2077. So what I'm going to do is hold until their conference call as well to get a little bit more news from the company and more numbers as well. Then the last category of my stocks is the category of swing trades. So these are stocks that I'm going to hold for a few weeks or maybe even a few months. Right now these are actually only SPACs and yeah I'm not going to go into detail of course. I'll just quickly go over all of these companies, all of these stocks. First of all is FUSE. FUSE is a SPAC which I got in only based on the rumors that they're going to acquire BlockFi. BlockFi is
a cryptocurrency company or cryptocurrency play and FUSE right now is also quite low around $11 which means that it's very likely that it's going to go up on any news about the acquisition because yeah the bottom of SPACs is basically ten dollars right before the merger. The next company is BFT. This is a SPAC that's going to acquire PaySafe and PaySafe is an online payment provider. It's mainly active in the world of gaming. I do like PaySafe but I'm not entirely sure if I'm going to hold that for the long term. Next one is IPV. IPV is a SPAC that's going to acquire Aeva.
It's a lidar company and I do actually think that lidar might become more important than we all expected, even more than Elon Musk expected, yeah but ... because Tesla might actually be using lidar right now to train their artificial intelligence system or machine learning system. But it's a stock that is also quite low as well. I do expect some more upside there as well. Next one is NPA, a SPAC that's going to require AST SpaceMobile and that is a company that's focused on mobile communication via satellite. I'm actually quite interested in this one. I might even have this as a long-term hold at some point but I still need to do more research into this company. Next one is GIK. It's a SPAC that's going to acquire Lightning eMotors which is a truck ... which is a company that is going to focus on electric trucks. I made a valuation video about this company as well about Lighting e-Motors and it seems quite undervalued still. And
then the last one is NGA. It's going to acquire Lion Electric. They're also focused on electric vehicles. I also made a valuation video about this one. I already took some profits so that's why it's a little bit lower than the rest of these stocks but yeah it already reached my valuation but it's probably going to go up a little bit more and I'm just going to hold the rest of this swing trade until probably shortly before or after the merger. All right so those were the stocks. Let's now take a look at my crypto portfolio. Okay so as you might recall crypto was 32%
of my current net worth. I currently have four cryptocurrencies. I've got bitcoin, Chainlink, Ethereum and Aave. I'm still not sure how to pronounce it because some people say Aave and some people say Ave. But yeah let's just go through these four cryptocurrencies. First of all bitcoin, 79% of my crypto portfolio. Doesn't really need an introduction of course. It's the biggest part of my portfolio, my crypto portfolio of course. Bitcoin is the leader in cryptocurrencies and I think it can still appreciate a lot this decade. I'm seeing a lot
of demand from big institutional investors and also companies like Square and Paypal and right now we're even seeing some companies putting their cash on their balance sheet into bitcoin like Microstrategy did right. I've got a whole playlist with good videos about cryptocurrencies and about bitcoin on my channel so if you need a little bit more information then definitely check it out if you haven't already. The next one is Chainlink, 10%. I believe this is going to be or is already leader of smart contracts in the cryptocurrency industry.
I think smart contracts have a very bright future ahead and it would be very nice to see a strong partnership with Docusign. I believe they have already been talking multiple times actually but so far I don't really see a lot of happening ... a lot of things happening as far as I know. Then the second last industry is Ethereum. This is the number two cryptocurrency with regards to
the market cap and Ethereum is like almost like a building platform where other cryptocurrencies built their technology on top of right like Chainlink for example as well. And I'm definitely thinking that Ethereum can and will stay the number two in the world of cryptocurrencies. And then the last one Aave or Ave, again not sure how you pronounce it, it's one of the bigger cryptocurrencies related to decentralized finance. And I'm definitely going to dive deeper into the world of decentralized finance because I find it very interesting so you can expect some videos about that this year as well because it's an interesting industry for sure. And then
finally we're going to take a look at my return on investment for the year 2020. I'm going to try to keep this a little bit short actually. I'm just going to show you the percentages for 2020. These percentages are calculated by me. I simply took the starting point from January 1st of 2020 and the end point of January 1st 2021, so that is today. If you look at the stocks then you can see that my stocks appreciated 51% in the year 2020. I actually mentioned it before but I started
investing in stocks this year or actually 2020, last year, so it's good to see that I at least beat the S&P500 and also the Nasdaq as well. I believe the S&P500 was up about 16% for 2020 and the Nasdaq was up about 47% but yeah there are also ETFs like the ETFs of ARK Invest which still outperformed me by a lot but yeah again I started in 2020 so it's going to be very interesting to see if I can actually beat ARK ETFs this year in 2021. That's going to be an interesting challenge for sure. Then with regards to my cryptocurrency investments, these appreciated 194.7%. I actually started with crypto a little bit earlier than
with stocks. I started in 2019. I didn't have a lot of cryptocurrencies or just bitcoin actually back then and in 2020 I just continued to add to my positions. It has especially gone up quite a lot in the last couple of months in November and December ... were just insane months for the cryptocurrency world especially for bitcoin. And I also think that 2021 is going to be an important year for bitcoin as well. So as you can see the total return on investment for 2020
has been 86.9%, a beautiful percentage of course. As you can see most of my money is in stocks as you have been seeing in this video so that of course has the highest weighing but yeah I'm still very very happy with 86.9% for the year 2020. Of course that's not going to be sustainable I believe but as long as I keep beating the S&P500 and the Nasdaq then I'm already quite happy. So I'm actually really looking forward to seeing the results for 2021. Let's see what's going to happen this year. All right so there you go: an overview of my portfolio,
of my stocks and my crypto and also a look at my return on investment for the year 2020. If you have any feedback or if you have any questions about my portfolio or about my return on investment definitely let me know in the comments. And with that being said thank you very much for taking the time to watch this video. I hope that I can provide you with a lot of value in the year 2021 so I'm looking forward to that. Thanks again and bye! you
2021-01-08 01:17
