Beachman Learning Portfolio - Mar 2022 report

Portfolio: Q1 2022 wraps up as it began...volatile!

The Beachman Learning Portfolio is a hypothetical set of mostly growth companies from my 2022-2023 stock analysis. I plan to keep this portfolio as is for all of 2022 to backtest my process. This exercise will better inform my due diligence approach and filtering techniques. You can refer to my past posts (links above) for more context.

Some of you will notice the name change. Previously, I referred to this as a model portfolio. A few readers were confused by this nomenclature and I do not want to give the impression that this portfolio is one to model your own portfolio after. Hence the name change to "learning portfolio" because learning from it is my #1 goal.

The Learning Portfolio stayed flat this month with a YTD return of -15.90% as of market close on March 31st 2022. See the individual holdings, position sizes and returns below.

We finally have some positive YTD stock returns on the board with CRWD and UNH leading the pack. Additionally, AAPL, NVDA and NET improved from last month. The worst performers for the month included UPST, SNAP, ROKU, S, AMD, SNOW and MNDY.

AAPL and UNH are included in the portfolio as barbell positions to balance the higher beta growth stocks. They seemed to have done their job in March by steadying the portfolio as well as making up for larger losses on the other side of the barbell.

In term of benchmarks, Berkshire-B and the NDX are faring better YTD than the Learning Portfolio, while the CLOU ETF has seen its fair share of declines.

So whats next for this portfolio?

As I mentioned above, I do not plan to make any changes to the learning portfolio through at least end-2022.

Beachman’s paid subscribers received a post-earnings recap report on how these stocks have re-scored. Some stocks have improved their scores while others have fallen out of favor and there are a couple of new emerging contenders.

These new scores are guiding the buys, sells and adds to my personal portfolio.