Mid-Year Portfolio Update
So far, So good (very good!).
I’m thrilled to share the latest performance of my portfolio, which after a stellar 2024, continues to deliver exceptional results in 2025.
Year-to-Date Performance (YTD):
My Portfolio: +34%
NASDAQ Composite: -1%
S&P 500: +0.5%
The content of this analysis is for entertainment and informational purposes only and should not be considered financial or investment advice. Please conduct your own thorough research and due diligence before making any investment decisions and consult with a professional if needed.
Resilience in Tough Times
Even during April’s low of -14%, my portfolio outperformed both the NASDAQ and S&P 500. Given the high-beta nature of my holdings, I’d expect underperformance in market downturns. This outperformance signals the exceptional quality of my stock selections, guided by my Business Ontology Framework.
Review the article below for deeper insights into how I navigated the portfolio during April’s drawdown.
Portfolio Composition (as of June 1, 2025)
HIMS 0.00%↑ - 28.5% Allocation – Redefining healthcare by making it accessible and affordable.
ODD 0.00%↑ – 11.1% Allocation - Revolutionizing the beauty industry.
CRWD 0.00%↑ – 9.1% Allocation - The top cybersecurity company in the industry.
TSLA 0.00%↑ – 7.4% Allocation - The ultimate leader in transportation autonomy, sustainable energy, and humanoid robotics.
RKLB 0.00%↑ – 5.9% Allocation - The leading public space company.
DUOL 0.00%↑ – 5.7% Allocation - Transforming education by making learning both fun and effective.
PLTR 0.00%↑ – 5.6% Allocation - Transforming into the operating system for businesses, poised to disrupt traditional workflow-based enterprise software.
LMND 0.00%↑ – 5.6% Allocation - Reinventing the insurance sector.
META 0.00%↑ – 4.5% Allocation - Unlocking AI's future with an unparalleled dataset, paving the way for groundbreaking AI applications.
MELI 0.00%↑ – 3.5% Allocation - The backbone of Latin America’s digital economy, poised to benefit from continent-level network effect.
Liquidity - 13.1%
Key Portfolio Moves
Sold SE 0.00%↑ - Lacked sufficient conviction to maintain.
Bought MELI 0.00%↑ - High conviction for multi-bagger potential (see my latest deep dive for details)
Reduced PLTR 0.00%↑ position - Aligned with my 2025 strategy (Review it for more insights)
Increased HIMS 0.00%↑ position - Aligned with my 2025 strategy (Review it for more insights)
Used covered calls and cash-secured puts on HIMS, ODD, LMND, and PLTR to enhance overall returns
Looking Ahead
I plan to maintain this portfolio with minimal changes through year-end, as long as the fundamentals of my holdings remain strong, per my Business Ontology Framework.
For near real-time updates on changes to my portfolio, follow me on X:
Stay Tuned!