Quarterly Portfolio: Newest holdings - Q1 2022

Welcome to Q1 of 2022!

I would like to begin this newsletter by wishing everyone a happy New Year. 2021 was an excellent year for both the market and our Quarterly Portfolio. The S&P 500 had an annual return of 26.89%, while our Quarterly Portfolio grew by 46.13% — outpacing the market by over 70%!

I will be making an in-depth recap, highlighting last quarter’s results in the next few days, so keep an eye out for that. For now, let’s focus on Q1 of 2022.

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Portfolio Summary

Before I introduce all the new holdings, I would like to go over my views on the market for the upcoming months as my sentiments greatly shape the way I select my stocks. After going through a dozen charts, here’re a few things I am noticing: