1 | A/X Growth Portfolio (11) | 08.10.22 | |||||||
|---|---|---|---|---|---|---|---|---|---|
2 | |||||||||
3 | EQUITY(8) | 30% | TSLA | 72% | 21.6% | ||||
4 | ABNB | 10% | 3.0% | ||||||
5 | EXFY | 5% | 1.5% | ||||||
6 | COIN | 5% | 1.5% | ||||||
7 | RBLX | 2% | 0.6% | ||||||
8 | UPST | 2% | 0.6% | ||||||
9 | SQ | 2% | 0.6% | ||||||
10 | ROKU | 2% | 0.6% | ||||||
11 | |||||||||
12 | CRYPTO(2) | 20% | GBTC | 40% | 8.0% | ||||
13 | ETHE | 60% | 12.0% | ||||||
14 | |||||||||
15 | GOLD(1) | 20% | PHYS | 100% | 20.0% | ||||
16 | |||||||||
17 | CASH | 30% | Cash | 100% | 30.0% | ||||
18 | |||||||||
19 | Total | 100% | 100.0% | ||||||
20 | |||||||||
21 | 05/22 | © Roy Philipose 2022. |
1 | Company | Start | Current | ITD | Ticker | Initiated | Reports | |
|---|---|---|---|---|---|---|---|---|
2 | 1 | Tesla | $7 | $883.07 | 12515.29% | TSLA | Feb 2013 | Tesla PDF |
3 | 2 | Bitcoin | $433 | $23,910.00 | 5421.94% | BTC | Dec 2015 | Bitcoin PDF |
4 | 3 | Square | $41 | $88.84 | 116.68% | SQ | Jan 2018 | Square PDF |
5 | 4 | Roku | $130 | $81.08 | -37.63% | ROKU | Oct 2019 | Roku PDF |
6 | 5 | Ethereum | $365 | $1,848.31 | 406.39% | ETH | Sept 2020 | Ethereum PDF |
7 | 6 | Roblox | $63 | $48.01 | -23.79% | RBLX | Mar 2021 | Roblox PDF |
8 | 7 | Airbnb | $139 | $118.73 | -14.58% | ABNB | Jul 2021 | N/A |
9 | 8 | Sprott Gold | $14 | $14.01 | -1.62% | PHYS | Nov 2021 | N/A |
10 | 9 | Upstart | $42 | $33.50 | -20.24% | UPST | May 2022 | N/A |
11 | 10 | Expensify | $19 | $23.54 | 22.35% | EXFY | June 2022 | N/A |
12 | 11 | Coinbase | $75 | $94.14 | 25.07% | COIN | July 2022 | N/A |
13 | ||||||||
14 | $1,329 | $27,143 | 1942.76% | |||||
15 | CAGR = | 45.81% | ||||||
16 | 10.07.2020 | © Roy Philipose 2021. |
1 | Stock | Start | Stop | ITD | Ticker | Initiated | Removed | |
|---|---|---|---|---|---|---|---|---|
2 | 1 | Apple | $19 | $146.39 | 670.47% | AAPL | Jan 2013 | July 2021 |
3 | 2 | $24 | $341.16 | 1321.50% | FB | May 2013 | July 2021 | |
4 | 3 | Alphabet | $637 | $2,539.40 | 298.65% | GOOGL | Sept 2015 | July 2021 |
5 | 4 | Amazon | $510 | $3,573.63 | 600.71% | AMZN | Sept 2015 | July 2021 |
6 | 5 | Netflix | $99 | $530.31 | 435.67% | NFLX | Sept 2015 | July 2021 |
7 | 6 | Beyond | $82 | $94.51 | 15.26% | BYND | Nov 2019 | Oct 2021 |
8 | 7 | Moderna | $68 | $253.98 | 273.50% | MRNA | Sept 2020 | Jan 2022 |
9 | 8 | Polkadot | $16 | $27.00 | 68.75% | DOT | Jan 2021 | Jan 2022 |
10 | 9 | Cardano | $1.34 | $1.32 | -1.49% | ADA | May 2021 | Jan 2022 |
11 | 10 | Solana | $160 | $172.00 | 7.50% | SOL | Sept 2021 | Jan 2022 |
12 | 11 | Zillow | $16 | $40.14 | 150.88% | ZG | June 2013 | May 2022 |
13 | 12 | Palantir | $11 | $8.34 | -24.18% | PLTR | Sept 2020 | May 2022 |
14 | 13 | Upstart | $42 | $38.13 | -9.21% | UPST | Dec 2020 | May 2022 |
15 | 14 | AirSculpt | $15 | $8.82 | -41.20% | AIRS | Nov 2021 | May 2022 |
16 | 15 | Expensify | $40 | $20.49 | -48.78% | EXFY | Nov 2021 | May 2022 |
17 | 16 | Moderna | $150 | $137.91 | -8.06% | MRNA | April 2022 | May 2022 |
18 | 17 | BioNTech | $258 | $157.06 | -39.08% | BNTX | Jan 2022 | May 2022 |
19 | 18 | Coinbase | $365 | $58.71 | -83.92% | COIN | Apr 2021 | June 2022 |
20 | ||||||||
21 | Total | $2,513.14 | $8,149.30 | 224.27% | ||||
22 | 07.19.2021 | CAGR = | 15.84% | |||||
23 | © Roy Philipose 2021. |
1 | Stock | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | |
|---|---|---|---|---|---|---|---|---|
2 | 1 | Apple | 12.9% | 46.2% | -7.3% | 89.6% | 79.2% | |
3 | 2 | Tesla | -7.4% | 44.9% | 6.7% | 36.7% | 731.2% | |
4 | 3 | 12.9% | 52.1% | -26.2% | 59.1% | 32.1% | ||
5 | 4 | Zillow | 41.4% | 11.0% | -22.4% | 48.4% | 195.3% | |
6 | 5 | Alphabet | 4.0% | 31.6% | -0.8% | 30.4% | 30.0% | |
7 | 6 | Amazon | 14.3% | 54.3% | 28.2% | 26.1% | 73.7% | |
8 | 7 | Netflix | 13.6% | 53.6% | 36.5% | 24.8% | 65.8% | |
9 | 8 | Bitcoin | 123.8% | 1369.0% | -73.5% | 92.0% | 303.1% | |
10 | 9 | Square | 61.6% | 15.6% | 245.5% | |||
11 | 10 | Roku | 144.2% | |||||
12 | 11 | Beyond | 64.0% | |||||
13 | ||||||||
14 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | ||
15 | A/X Growth | 26.9% | 207.8% | 0.3% | 47.0% | 178.5% | 102.7% | |
16 | S&P 500 | 9.8% | 18.7% | -6.6% | 30.4% | 15.8% | 26.9% | |
17 | © Roy Philipose 2021. | 02.03.2021 |
1 | IR | Current | Gr. | Shares | Rev '22 | P/S | Rev '23 | P/S | Rev '24 | P/S | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2 | 1 | TSLA | $883.07 | 30% | 1004 | $80,000 | 11.08 | $104,000 | 8.53 | $135,200 | 6.56 | ||
3 | 2 | UPST | $33.50 | 30% | 84 | $700 | 4.02 | $910 | 3.09 | $1,183 | 2.38 | ||
4 | 3 | EXFY | $23.54 | 30% | 81 | $184 | 10.36 | $239 | 7.97 | $311 | 6.13 | ||
5 | 4 | ABNB | $118.73 | 20% | 642 | $7,200 | 10.59 | $8,640 | 8.82 | $10,368 | 7.35 | ||
6 | 5 | RBLX | $48.01 | 20% | 592 | $2,000 | 14.21 | $2,400 | 11.84 | $2,880 | 9.87 | ||
7 | 6 | ROKU | $81.08 | 20% | 135 | $3,000 | 3.65 | $3,600 | 3.04 | $4,320 | 2.53 | ||
8 | 7 | SQ | $88.84 | 20% | 579 | $17,000 | 3.03 | $20,400 | 2.52 | $24,480 | 2.10 | ||
9 | 8 | COIN | $94.14 | 20% | 221 | $3,000 | 6.93 | $3,600 | 5.78 | $4,320 | 4.82 | ||
10 | 9 | BTC | $23,910.00 | 19.0 | |||||||||
11 | 10 | ETH | $1,848.31 | 120 | |||||||||
12 | 11 | PHYS | $14.01 | 343 | |||||||||
13 | |||||||||||||
14 | PLTR | $9.59 | 30% | 2,045 | $2,000 | 9.81 | $2,600 | 7.54 | $3,380 | 5.80 | |||
15 | AIRS | $9.28 | 30% | 55 | $175 | 2.92 | $228 | 2.24 | $296 | 1.73 | |||
16 | ZG | $39.35 | 20% | 253 | $7,000 | 1.42 | $8,400 | 1.19 | $10,080 | 0.99 | |||
17 | BNTX | $160.92 | 10% | 245 | $22,000 | 1.79 | $24,200 | 1.63 | $26,620 | 1.48 | |||
18 | MRNA | $174.27 | 10% | 402 | $21,000 | 3.34 | $23,100 | 3.03 | $25,410 | 2.76 | |||
19 | |||||||||||||
20 | 08.26.2021 | © Roy Philipose 2021. |