My Portfolio / Every company I’ve owned /
$ENPH · Enphase Energy
My position from May 2023 to Jun 2024 · 1 buy and 1 sell · sold out · Energy
What the pick did
0.8×
The stock in pounds, while I held it; 0.8× in dollars
S&P 500, same time1.3×
What my money did
0.7×
Pounds back (sold, still held and dividends) for every pound in, after costs
Sold · all of the money in0.7×
S&P 500, same buys and sells1.3×
Every decision
- 14 June 2024Sold
Poor prior results, lack of confidence in mgmt, Republicans may inhibit IRA, inflation slow in coming down
- 23 May 2023Bought
Leader in growing market
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.