Category: Portfolio Update
I am a CPA Candidate sharing my experience building my portfolio while in my 20s. During this process of sharing information online I hope to increase free financial literacy access for all.
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Liberation Day Portfolio Update: April 5th, 2025
Since my last update back in February, I had covered calls expire and sold my Starbucks position providing me more cash, made regular investments through my work 401(k), and my cash savings have gone up due less spending in the end of February and March. Markets absolutely plummeted due to ‘Liberation Day’, the drastic tariffs…
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Portfolio Update: February 22nd, 2025
Since my last update at the start of January, I have been making some changes to the site with monetization updates and more types of content. I had 2 new investments in my portfolio with Fundrise and UEC. I added UEC to capture the anticipated growth in nuclear. Portfolio Allocation: Cash & Equivalents (53.2%): Cash…
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How My Portfolio had a +51% Return in 2024
Portfolio Performance Overview 2024 was an exceptional year for my equity portfolio, delivering over +51% returns. This outperformance was largely driven by a mix of strategic concentrated positions, options strategies, and steady dollar-cost averaging (DCA) into the S&P 500. Below, I outline the key contributors to my success and the strategies I used to manage…
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Portfolio Update: January 1st, 2025
Happy New Year everyone! Before 2024 ended, I made some changes to my portfolio to position myself for long term tax savings by maxing out contributions to my IRA & HSA accounts. I am really happy for how 2024 went and I am looking forward to what 2025 has in store. Portfolio Allocation: Cash &…
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Portfolio Literacy in 2025: The Next Chapter
As we step into 2025, I’m excited to share the evolving direction of Portfolio Literacy. This past year has been about laying the foundation—building tools like the Future Value of Investments Calculator, exploring portfolio risks every investor faces, and discussing the fundamentals of financial literacy. Now, it’s time to take things a step further. In…
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Portfolio Update: November 15th, 2024
This portfolio update is a little later than anticipated just because so much has been happening the last few weeks. I know everyone who is invested in US public markets has done well in recent weeks, myself included. Remember, everyone is a genius in a bull market. I remember after a previous +100% return investment…
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The Poor Man’s Alternative Assets
When most people think about investing, their minds immediately jump to traditional financial assets—stocks, bonds, and real estate investments. But there’s an entirely different class of assets out there, one that doesn’t require a ton of upfront capital and can provide uncorrelated returns with the proper time investment: what I like to call the “Poor…
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Portfolio Update: September 1st, 2024
I want to share my portfolio to provide a learning experience for others based on my failures and successes, to be transparent about my personal financial interests, and to gain feedback from others. The plan is to make these portfolio updates on a somewhat regular basis. I will include snapshots of my portfolio from Google…
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Portfolio Update: July 1st, 2024
I want to share my portfolio to provide a learning experience for others based on my failures and successes, to be transparent about my personal financial interests, and to gain feedback from others. The plan is to make these portfolio updates on a somewhat regular basis. I will include snapshots of my portfolio from Google…
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Achieving Portfolio Critical Mass: My Strategy for Exponential Growth
Understanding Portfolio Critical Mass The concept of critical mass for a financial portfolio can mean different things to different people, some might say its once you cross $100K net worth, or even once your portfolio contributes more growth than how much you invest into it. To me, portfolio critical mass is when a portfolio contributes…