If you work in Tech, read this before holding your shares

Ditch the earn-more, spend-more trap
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Oracle vs Salesforce

A month ago I found out Oracle's share price beat Salesforce by 6x over 5 years.

Looking yesterday it was already about 10x!

Whenever I discuss Salesforce, people love telling me how bright Salesforce's future looks.

I get it. I also love the company.

But as an investment? I look at the numbers.

Many former colleagues were shocked when they read my post on the topic.

Their plan to keep savings in Salesforce shares suddenly felt less than bulletproof.

So I got curious.

66 Other businesses

What about the other 66 companies my clients work for?

I've worked with 247 clients across 68 businesses. 25 of those are public companies.

I wanted to see how they performed over 5 years. In the same time the S&P 500 was up 96%.

Here's the full list:

Winners (beat S&P 500's 96%):

  1. Trane Technologies: 379%

  2. Dell: 369%

  3. Oracle: 305%

  4. Nutanix: 211%

  5. Microsoft: 135%

  6. Alphabet: 133%

  7. Hubspot: 130%

  8. ServiceNow: 126%

  9. Uniphar: 107%

Underperformers:

  1. Pinterest: 33%

  2. Salesforce: 30%

  3. Accenture: 28%

  4. Workday: 15%

  5. DHL: 15%

  6. Klaviyo: -5%

  7. Mongo DB: -10%

  8. Snowflake: -12%

  9. Adobe: -21%

  10. Toast: -21%

  11. Semrush: -27%

  12. Vodafone: -35%

  13. Asana: -46%

  14. Okta: -57%

  15. Docusign: -65%

  16. Zoom: -73%

Only 9 out of 25 beat the market.

16 companies lost to a simple index fund.

And none of them came even close to matching it.

The biggest winner? Trane Technologies at 379%. I had never even heard of them.

The biggest loser? Zoom at -73%. Everyone knows that one.

Most companies can't beat the market [FIRST NAME GOES HERE]. And you can't predict who tomorrow's winners will be.

I sure can't.
I would never have guessed that Oracle and Dell would have crushed all those other tech companies.

So what did I do?

In the last 5 years I always sold my shares on the day I received them.
I then reinvested the proceeds in an index fund that tracks the entire stock market.

As you can see in most cases, that would have been a great strategy.

It's impossible to know if the company you work for will beat the market. It's even more difficult to do while you are drinking the Kool aid.

Instead you could invest in the S&P 500 or an All World Index fund like I do. And if you're in Ireland, max out your pension first.

Want to learn how?

Let's jump on a call.
I have 4 spots left for July. Let's get you booked in before I go on holiday after next week.

That is it for this week. We have rare heatwave in Ireland this weekend and I need to run 22km for my marathon training before it gets too hot.

Have a great one. See you next week.

To your financial freedom,
Sjoerd

P.S. Got my €5,229 tax refund this week. If you missed my guide on how to get yours. Click on the link below.

Quick reminder: I'm not just a coach - I'm someone who's walked this path myself. Left corporate after 11 years at Salesforce, built my own financial freedom, and now I help others do the same.

Real experience.
Real results.
Real transparency.

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