Portfolio Update Q2 - 2025

Hello all! Thank you for checking out my site and specifically my very first portfolio update. Creating a platform like this has been a goal of mine for a while and I want to be able to educate and inspire all walks of life. Approaching investing can be frightening, but my goal is to break down that barrier and make the process feel approachable. I want to challenge the social stigma around investing and show you how to make your money work for you. My updates are essentially free game and you are welcome to follow what I do. With that being said my inbox is always open and I’d love to connect with anyone to have a conversation about the markets or anything finance-related.

This portfolio is allocated for high growth and aimed to outperform the market. Risk levels are high, but I believe that investing in fundamentally sound companies with strong management teams helps mitigate those risks. I also believe that, at my age of 19, I have the opportunity to take on this level of risks given the long time horizon ahead of me. This style of portfolio has worked extremely well for me since the bearish market of 2021, and I plan to continue refining my strategy as I learn, adapt, and seize new opportunities.

So without further adieu enjoy my very first Portfolio Update.

Inception

This public portfolio was incepted April 6, 2025. Since then, it is up a whopping 112%. I understand however that this is an insane return, and one I’m not expecting to see again anytime soon. Early 2025 I recognized that a strong market was coming with the constant innovation of AI and the relatively stable economy we have. My portfolio has had many different allocations these past few months, and as of right now Aug 13, 2025, I am the most diversified I have ever been.

My Allocation

At one point in the year, I was basically 75% PLTR and 25% HIMS, since then I have trimmed my very healthy profits and reallocated to what I see as better opportunities in the market.

This adjustment was made because it honestly was difficult seeing my portfolio up big, and down big on any given day. But now I am very happy with how my portfolio is balanced and I don’t always feel the need to check my phone.

My Performance

Since April 6, my portfolio has returned +111%, while the S&P 500 gained just under +25% over the same period.

What I take away from this isn’t just the return figure, but the importance of being positioned correctly when opportunities present themselves.

I view this chart as proof that my strategy of focusing on fundamentally sound, high-growth companies with strong management and competitive advantages can deliver outsized results. The challenge going forward will be to maintain discipline, stay diversified enough to manage risk, and continue refining my approach as the market evolves.

I have written a few Investment Theses on these names so check that out and I’ll hopefully get to writing more for my future . My summed up rationale on these companies at the time I bought them was simple:

Low P/E Ratio
Positive EBITDA growth and FCF
Strong Management
Competitive advantage against competitors
Healthy balance sheet

Final Thoughts

Overall, I’m pleased with my portfolio’s performance since inception. Like any investor, not every decision was perfect, but each was made thoughtfully and provided valuable lessons.

My portfolio is intentionally high-beta (high exposure to volatility and risk). Being young and comfortable with volatility lets me take on more risk — a style that isn’t right for everyone. I
encourage you to align your own portfolio with your risk tolerance, goals, and thorough research.

My focus isn’t on minimizing volatility, but on maximizing returns through calculated risks — and I’m confident holding every position I own.

I appreciate you for reading my first ever portfolio update and I can’t wait to continue this. Expect another update later next month. I hope that with this approach, I’m one step closer to my
goal of educating and making investing more approachable!

Kind regards,