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.
2024 was an exceptional year for my investments, delivering results that will be hard to replicate in 2025. I achieved a nearly 100% return, as verified by my Interactive Brokers account report.
To provide context, here’s how my benchmarks performed over the same period (January to December 2024):
S&P 500: ~ +24%
NASDAQ: ~ +30%
This means I outperformed the NASDAQ by an impressive 68.66%.
My portfolio was entirely composed of equities (10 stocks), with liquidity maintained between 10% and 30% throughout the year. This liquidity positioned me to weather a potential recession, mitigating drawdowns from high-beta stocks in my portfolio.
Additionally, I sold options to enhance returns on select stocks, most notably Palantir ($PLTR).
Top Performers
The standout stocks in my portfolio were:
Palantir ($PLTR): +358%
Rocket Lab ($RKLB): +341%
Lemonade ($LMND): +127%
Of these, Palantir made the most significant contribution to my portfolio's gains, given its larger allocation, accounting for approximately 50% of the return among the three stocks.
Looking ahead, I will soon share my 2025 portfolio allocation (same stocks I held in 2024). My objective for the year is to once again outperform the benchmark with a target of 20%+ NASDAQ.
Stay tuned!
Lorenzo