I/O Fund Discusses the Tech Portfolio's Record Performance
November 19, 2021
I/O Fund is once again proud to announce our record performance. The 1-year return since the inception of our portfolio on May 9, 2020, through May 7, 2021, is 236%, and the year-to-date cumulative return is 28% through July 31, 2021. We either beat $ARKK and other Wall Street Funds by a wide margin or tied the leading funds. After completion of an audit by an independent accounting firm, we are releasing our results.
Beth.Technology was rebranded to I/O Fund earlier this year. I/O Fund stands for input-output and this term is used across all computing. In addition to our recent name change, we have also introduced new features to premium members. Since then, we have been seeing growth in premium memberships globally.
I/O Fund has always shared its wins and losses with its premium members. We have a live portfolio that our members can view and we also send trade notifications to our members. Our intentional transparency builds trust with our members who eagerly await our views on various stocks.
We have developed a niche in tech investing and we continue to strive to be a market leader.
I/O Fund Performance
As you can see in the table below, our performance has far exceeded that of notable Wall Street Funds and broader market indices. For comparison purposes, we do not calculate total returns with dividends or management fees. In the table below, we show you an apples-to-apples comparison with no additional income factored in. As a reminder, this is our second audited result. The first was done earlier this year for the period May 9, 2020 to December 31, 2020, which showed a return of 116%.
Which Trends Worked?
One reason behind I/O Fund’s stellar performance is the firm’s ability to navigate tech trends successfully. We were one of the first to have exposure in blockchain, semiconductors, ad-tech, and cloud before the broader market identified these trends. This advantage led to solid gains when money flowed into these sectors. We were also bold enough to maintain up to 21% exposure in a single category.
We started to build a position on Bitcoin in 2019. I/O Fund successfully weathered the volatility so characteristic of cryptocurrencies by adding near bottoms and trimming near tops. We predicted long-term value in cryptocurrency so we stuck with our investments despite drawdowns. We have also recently launched YO/LO Fund, which is exclusive to cryptocurrency. YO/LO stands for “You Only Live Once” to help encourage our readers to take a chance in the cryptocurrency market. Our premium readers receive regular updates on cryptocurrency.
Since 2019, our firm successfully built a position in Nvidia. Our thesis was that Nvidia would become an AI leader in data centers. Back in 2019, our analysis was highly contested because, at the time, Nvidia’s data center revenues were declining.
More recently, our portfolio stocks have done well, regardless of supply chain-induced panic in the markets. Such curveballs only bolster our steady, strong conviction on a given thesis and we stand firm during market drawdowns.
In addition to our long-term buy and hold (LTBH) portfolio of about 20 positions, we also successful in momentum stocks, which we skillfully enter on a more short-term time frame.
“While most are dreaming of success, winners wake up and work hard to achieve it.” - Anonymous
How the I/O Fund Team Identifies Winners
I/O Fund is led by lead tech analyst Beth Kindig who has over a decade of experience in analyzing technology stocks. She has a large following on Twitter which shows her growing popularity among investors. Earlier in her career, Beth started to write about private companies and her analysis was very well received by readers and she began to garner press for her coverage of tech products in 2014.
Beth’s stock recommendations have been successful because she understands tech better than most financial analysts in the market today. Prolific knowledge and experience from attending tech conferences in Silicon Valley and writing an abundance of white papers and analyst reports for deals in the private sector cemented a strong foundation for her to accurately identify stock winners in the tech sector. She has also worked as an enterprise tech company’s product evangelist where she spoke about tech products to large audiences. She cares deeply about individual investors having access to the same quality of information as institutions in the industry so that they can maneuver the markets as adeptly as institutional entities can.
In the words of Beth Kindig, Founder and CEO of I/O Fund, “At I/O Fund, we believe tech requires a lead analyst with direct yet broad experience in the industry.” She further states, “This makes our investment strategy more advanced and can lead to higher returns.”
Up-Close on Strategy with Lead Analyst of the I/O Fund
Podcast: This Week in Startups and I/O Fund on Tech Investing
Knox Ridley is the Portfolio Manager of I/O Fund, who specializes in technical analysis. Tech stocks are volatile and there are often large drawdowns, so technical analysis is equally important. It's crucial to enter a select stock at the right time and sell at the right time. Knox and Beth pooled their money in May 2020 and launched the fund we know today.
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Knox started his career as an ETF wholesaler in 2007 before becoming a portfolio consultant for large RIA’s, FAs, and Institutional accounts. He is very keen on macro trends and is known for increasing and decreasing allocations for record returns. Knox is very popular in our forum where he posts daily and weekly webinars where he reviews entries and exits the portfolio plans to make.
“Conviction is key to sticking with a company over the long-haul, regardless of drawdowns; however, the market will always tell you what sectors and stocks are being favored today, which is where we shift focus,” said Knox Ridley, Portfolio Manager of I/O Fund. “We use relative strength screens to add to winners, as well as technical analysis to help us reduce risk when sentiment appears to be shifting.”
Some of his real-time trades on our premium site include Roku at $28.10 and $30, Nvidia at $31.50 and $51.20, Zoom Video at $62.40 and $73.50, Snap at $41.20, Magnite at $10, Datadog at $34.90, Asana at $33.20, and AMD at $48.40.
Beth Kindig and Knox Ridley expanded I/O Fund with a dedicated core team of analysts and marketing, technical, and account services to best serve their premium members.
In addition to our premium website, we publish articles every week to the general public. Our readership has grown significantly and we have more than 22,000 subscribers to our weekly newsletter. It was not an overnight success, rising gradually out of many endeavors to give credible information to the investor community in the most exciting industry– technology.
It’s our privilege to share that our subscribers have gains of up to 1150% from our free newsletter. Many of our competitors send free articles that are, essentially, clickbait for their premium services. In contrast, we spend hours researching informative, quality analysis that we then publish for free.
Some returns include +1150% for Roku, +560% for Nvidia, and +162% on Zoom. We have also correctly predicted trends like that involving Microsoft winning market share in the cloud market.
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Our equity analysts Bradley Cipriano and Royston Roche provide earnings coverage which includes an earnings preview and stock valuations.
I/O Fund’s Cloud Q3 2021 Earnings Overview
I/O Fund’s Overview 6 Cloud Stocks for Q3 Earnings
I/O Fund’s Preview of 7 Semiconductor Stocks Ahead of Q3 Earnings
I/O Fund’s Semiconductor Q3 2021 Earnings Preview
Analyst Bradley Cipriano publishes short YouTube videos that are meant to be brief yet very helpful.
Tesla Earnings (Q3 2021 Recap) - Path to 20M Annual Vehicle Production and More!
I/O Fund - Bill.com Reports Another Blockbuster Quarter
To wrap up, we would like to thank each and every one of you for your support over the years. Should you wish to sign up for our premium services, kindly click on this link. Please find below a brief snapshot of our suite of services.
- Blogs and Deep Dives: Dig Through the Best Research on the Market
- Portfolio: Premium members can view the live portfolio
- Trade Notifications: Members can sign up for trade alerts
- Forum: This is a moderated, interactive space to meet like-minded individuals and discuss stocks
- Webinars: Hear Directly from the Team and Listen On-the-Go
Read our popular articles:
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Roku Q3 Earnings: Choppy But Unshakeable Long-Term
I Predicted Facebook Would Miss Q2 Earnings: Here's What Investors Need To Know For Q3
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+344% on Nvidia
+403% on Bitcoin
+218% on Roku
*as of March 15, 2022
Our newsletter provides an edge in the world’s most valuable industry – technology. Due to the enormous gains from this particular industry, we think it’s essential that every stock investor have a credible source who specializes in tech. Subscribe for Free Weekly Analysis on the Best Tech Stocks.
If you are a more serious investor, we have a premium service that offers lower entries and real-time trade alerts. Sample returns on the premium site include 324% on Zoom, 601% on Nvidia, 445% on Bitcoin, and 4-digits on an alt-coin. The I/O Fund is audited annually to prove it’s one of the best performing Funds on the market with returns that beat Wall Street funds.
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