Entering text into the input field will update the search result below

BPC Portfolio 2020 Performance Update

Jan. 03, 2021 10:08 PM ETPeloton Interactive, Inc. (PTON), SPOT
Please Note: Blog posts are not selected, edited or screened by Seeking Alpha editors.


  • The BPC Portfolio returned 80.4% during 2020.
  • The 10% position we purchased in Peloton Interactive (PTON) at $50.60 per share ended up being the largest single driver of our 2020 return.
  • PTON ended the year at $151.72 per share, giving BPC members a triple in only about six months.
  • Our large investment in Spotify, which more than doubled during 2020, was our second-largest contributor.
  • The BPC Portfolio has now compounded at a 22.7% annualized rate since its inception in October, 2017.

BPC members have access to our live portfolio spreadsheet, which includes all current holdings, cost basis, trade history, realized gains, and performance figures. Each trade update was posted as an article for BPC members at the time, so everything can be easily verified.

Analyst's Disclosure: I am/we are long PTON, SPOT.

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.

Recommended For You

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.