Confounded's Complete Aggressive Growth Portfolio - Narrowly Avoiding Catastrophe

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  • So far in 2022, aggressive growth names across the board have continued to be hammered into oblivion with very few pockets of strength.
  • Since my last update, somehow, I have managed to thoroughly beat the markets in my aggressive portfolio thanks to sizable outperformances in a few key names, along with some very timely sells.
  • I made a few notable changes to the portfolio this quarter with 8 sells and 5 buys, taking this portfolio down to 19 total names as of today.
Flat lay composition with horseshoe on green background. St. Patrick"s Day celebration

Liudmila Chernetska/iStock via Getty Images

Managing an aggressive growth portfolio in the current environment is not a super fun task, as I am sure many of my readers can attest too. The markets have taken the guillotine to any name that shows even a hint of weakness

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I work in the financial and property management industry for a well known, publicly traded "mini Berkshire" Insurance company. I focus on portfolio structure, value, reasonably priced growth, tech and biotech spaces. I passed the series 6 and 7 exams at age 18 but do not at this time have active licenses. I am not a licensed financial advisor and do not give out or publish investment advice. Articles I write are my opinion only and are not solicitations, please seek guidance from a licensed financial advisor before investing in any security. Opinions expressed in my articles are my own and do not reflect or indicate any positions or opinions held of my primary employer.

Disclosure: I/we have a beneficial long position in the shares of ALL LISTED 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.

Additional disclosure: "I am not a licensed financial advisor. This is not a solicitation to buy or sell a specific security nor is it to be construed as investment advice, please contact your licensed financial and tax advisor for advice to your specific situation.
This article is an opinion piece only and should not be construed as fact or be represented as such, please perform your own due diligence prior to investing in this or any equity.”

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