Rewinding to 2022: My Shopify Investment

Back in January 2022, the e-commerce world was abuzz with optimism, and Shopify (SHOP) was one of the hottest names in the market. I decided to jump in, purchasing 20 shares of Shopify at $80.36 each, for a total investment of $1,607.10.

At the time, this felt like a solid move. Shopify had been riding the tailwinds of the pandemic-fueled e-commerce boom and was making bold moves to solidify its market dominance. But, as anyone who’s invested in tech knows, optimism can quickly turn into a rollercoaster ride. Shopify’s stock faced headwinds as the pandemic boom eased, and its price began to languish.


November 2024: The 40% Bounce

Fast forward nearly three years to November 2024, and Shopify finally gave me the opportunity I was waiting for. The stock had climbed back to $103.90 per share—a gain of nearly 40% over my purchase price. This was the perfect moment to implement my Up 40% Free Stock Strategy.

The strategy is simple but powerful:

  1. Sell just enough shares to recover your initial investment.
  2. Keep the remaining shares as “free” assets, allowing them to grow without any additional risk.

Here’s how I executed the plan:

  1. Sold 15.48 Shares at $103.90 Each: This sale brought in $1,607.38, almost perfectly covering my initial investment of $1,607.10.
  2. Kept 4.52 Shares: After recovering my capital, I held on to the remaining 4.52 shares of Shopify as “free” shares—essentially a no-risk position.

The Outcome: Free Shopify Shares Worth $470

Thanks to the Up 40% Free Stock Strategy, I now hold 4.52 free shares of Shopify, currently worth about $470 at today’s price of $103.90 per share. These shares are pure profit—any future growth will add to my portfolio without risking any of my original investment.


Why This Strategy Worked

The Up 40% Free Stock Strategy is designed to capitalize on strong price gains while preserving your initial capital. Here’s why it worked perfectly for Shopify:

  1. Reclaiming Capital: By selling just enough to recoup my original $1,607.10, I eliminated any financial risk in the position.
  2. Free Long-Term Potential: With 4.52 shares remaining, I still have exposure to Shopify’s future growth without additional cost.
  3. Timing the Market: The strategy’s 40% threshold gave me a clear and disciplined point to act, removing the emotional stress of deciding when to sell.

Lessons from Shopify’s Rebound

This trade reinforced a few key lessons about disciplined investing and the power of a clear strategy:

  1. Patience Pays Off: Holding Shopify through nearly three years of ups and downs allowed me to capitalize on its rebound.
  2. Stick to the Plan: The Up 40% Free Stock Strategy gave me a clear roadmap, ensuring I acted decisively at the right time.
  3. Free Shares Are Pure Profit: Those 4.52 free shares now represent unlimited upside without any risk to my principal.

Final Thoughts: Shopify and the Power of Free Shares

Shopify’s journey has been a wild ride, but thanks to the Up 40% Free Stock Strategy, I’ve turned my initial investment into a no-risk position with 4.52 free shares. Whether Shopify continues to grow or faces more turbulence, my original capital is back in my pocket, and the remaining shares are pure upside.

This trade reminds me of why I love this strategy—it’s simple, effective, and perfect for capturing gains while minimizing risk. Here’s to the next 40% winner!

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