My Portfolio / Every company I’ve owned /
$DOCU · Docusign
My position from Apr 2020 to Jun 2022 · 2 buys and 2 sells · sold out · Flexible working
What the pick did
0.6×
The stock in pounds, while I held it; 0.6× in dollars
S&P 500, same time1.6×
What my money did
0.9×
Pounds back (sold, still held and dividends) for every pound in, after costs
Sold · all of the money in0.9×
S&P 500, same buys and sells1.5×
Every decision
- 22 June 2022Sold
No note
- 24 November 2021Sold
Tidying portfolio and building cash position for dividend portfolio. Too overexposed at current valuation
- 19 June 2020Bought
Strong conviction, Coronaconomy driving customer growth, expect to move up the funnel over following few years and drive value. Dev pushback on valuation discussed
- 28 April 2020Bought
No note
On the podcast and in writing
In percentages and multiples, as one portfolio. Past performance is not a guide to future returns. Nothing here is financial advice, and I may buy or sell at any time.