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The 2030 Fund 3Q21 Update

Oct. 05, 2021 3:43 PM ETAMZN, BABA, META, MAC3 Comments
Value Surgeon profile picture
Value Surgeon


  • The 2030 Fund had an excellent YTD performance of 12.01%, beating S&P 500 in 1H21 but trailed the index as of 1 October 2021.
  • ADBE, DXCM, MSFT amongst top 3 gainers in Q3, while BABA, DG, TDOC were among the top 3 detractors.
  • The 2030 Fund should be on track meet the annualised return target of 14.9%.
  • A few changes could be made to the Fund in Q4 2021 to improve the quality of the overall portfolio.

Number of 2022 to 2030 on stone pathway at the garden in springtime

baona/iStock via Getty Images

The 2030 Fund is a portfolio created at the start of 2021 with an aim to quadruple $10,000 to $40,000 by the year 2030 (GBP £8,000 to £32,000).

Nine months since its inception, The 2030 Fund

This article was written by

Value Surgeon profile picture
Value investor in search of alpha by identifying quality businesses currently undervalued by the market.As of 13 December 2021, my stock coverage achieved an average return of 12.1% and CAGR of 18.2% during my first anniversary of publishing articles on Seeking Alpha.https://www.tipranks.com/bloggers/value-surgeon**15/07/2022 RETIRED ACCOUNT**

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ADBE, BABA, MO, AMZN, BTI, DXCM, DG, FB, MAC, MSFT, PYPL, SPG, TDOC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (3)

Is the stock market punishing $BABA because "the global economy is gradually reopening"? Hmmm...
Value Surgeon profile picture
@BillHiIIy To a small extent yes, although I should've placed greater emphasis on $AMZN in that sentence!
@Value Surgeon Small extent... Tiny extent... Really not the issue in $BABS's case if you ask me (or almost anyone else).
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