David Fourie Stephens

Banker | Investor

[David Fourie Stephens @FourieStephens]

1/

THIS IS NOT FINANCIAL ADVICE ONLY FOR ENTERTAINMENT PURPOSES.

If someone asks me what is the most important benefit of investing in @EasyEquities USD account, I would say that you can buy numerous companies that payout a reliable/predictable and growing dividend over time.

[Wasteland Capital @ecommerceshares]

$UPST Revenue -40% for this “2021 Medalist” of scam & grift. Yes, MINUS 40%. Guide sucked. It now trades solely on the winds of short squeezers & degenerates, so who knows where they’ll take it? It’s a queef in a hurricane, could go anywhere. The numbers remain diarrh*ea-level.

[David Fourie Stephens @FourieStephens]

February 2023 Portfolio Update~
Money-weighted return since April 2020:
4.14% (Portfolio) vs -0.15% (VOO)
Cash position is now ~13%.
Currently 23 positions. Sold out of $TSCO and $RH.

[David Fourie Stephens @FourieStephens]

Jan 2022 Portfolio Update~

YTD money-weighted return:
-4.48% (Portfolio) vs -5.07% $VOO

Buy: $MAT, $SONO, $GPN, $TROW
Sell: $ECPG, $GOOGL, $VRTX

The fact that I sold a few positions and went to cash really helped with downside protection.

[David Fourie Stephens @FourieStephens]

January 2023 Portfolio Update~
Money-weighted return since April 2020:
6.41% (Portfolio) vs 1.84% (VOO)
Excellent start to the year.
Big winners: $LRCX $SWKS $META $RMNI
Currently 25 positions. Sold out of $OTIS.

[David Fourie Stephens @FourieStephens]

@FinMeUp https://t.co/JjabfuGJsb

[David Fourie Stephens @FourieStephens]

@FinMeUp https://t.co/aS8xeg6dYw

[David Fourie Stephens @FourieStephens]

@FinMeUp https://t.co/AhV0MplSBp

[David Fourie Stephens @FourieStephens]

@FinMeUp https://t.co/f2AF9MnwLa

[David Fourie Stephens @FourieStephens]

Hot (unpopular) take, $GOOGL seems somewhat fairly valued 🤷‍♂️

[David Fourie Stephens @FourieStephens]

@FinMeUp https://t.co/5JZgGjamLS

[David Fourie Stephens @FourieStephens]

@Melisha_Empire My US portfolio CAGR is 5% in dollar terms, but 16.5% in rand terms 🤯

[David Fourie Stephens @FourieStephens]

@FinMeUp https://t.co/QVx3VfCBx3

[David Fourie Stephens @FourieStephens]

@FinMeUp https://t.co/VC7tDTdsdv

[David Fourie Stephens @FourieStephens]

Growth investors like stories, Value investors like price and Quality investors like businesses.

[Brandon Van Zee @BrandonVanZee]

Dividend Growers & Initiators... versus regular payers, versus the equal weighted S&P 500 index... versus dividend freezers... versus non-payers... versus dividend cutters & eliminators... per Ned Davis Research from 1972 to 2020.

[David Fourie Stephens @FourieStephens]

This was a good call after all $PPE 👏

[David Fourie Stephens @FourieStephens]

Just sold all my $PPE 🤯. Nice little profit.

[David Fourie Stephens @FourieStephens]

Sold my tractor supply $TSCO position. High quality companies just a bit too expensive at the moment😭

[David Fourie Stephens @FourieStephens]

Would you rejoice if you could buy a shoprite apple instead of a woolworths apple for a price that's 30% higher? Probably not, but we get excited to buy lower quality products at higher prices when it comes to stocks🤔 Be careful out there fellow investors.

[David Fourie Stephens @FourieStephens]

@FinMeUp https://t.co/b6uzfvArog

[David Fourie Stephens @FourieStephens]

@FinMeUp https://t.co/1eyDEn2mus

[David Fourie Stephens @FourieStephens]

@FinMeUp https://t.co/oVsrpMxw0d