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SoloFIRE Portfolio Update - 2026 Mar - $838,000
As war rages in the Middle East, the S&P 500 dropped 8% before seeing a modest recovery at the start of April. My portfolio was no exception: net asset value declined by 3.1%, or $26,945 in March, bringing the 2026 year-to-date performance down to -11.44%, compared with the 4% decline of the S&P.
SoloFIRE Portfolio Update - 2026 Feb - $865k
The net portfolio value declined about $53,000 in February as sell-off in software sector intensified. As mentioned in my previous update, there is no doubt that AI is introducing additional risks such as increased competition and pressure on the traditional seat-based pricing model. However ...
SoloFIRE Portfolio Update - Dec and FY 2025 - $932k
My portfolio returned 14.58% in 2025, underperforming both the Canadian S&P TSX and the S&P 500 indices in 2025, largely due to lack of exposure to booming sectors such as materials, Canadian banks, and AI "winners" stocks. A significant portion of my portfolio is concentrated in software businesses, most of which have lagged the broader market ...
SoloFIRE Portfolio Update - 2025 October - $920k
The net portfolio value increased from $881,484 to $926,531 in October. Year-to-date, the portfolio returned 14.3%, lower than the 16.7% gain in the S&P 500. This is normal for a portfolio with individual stocks that’s significantly different from the index components. While I cannot control the market prices of my holdings, I get to choose which stocks to put in my portfolio ...
$830K Portfolio Update - August 2025
The earnings season continued throughout August, with many of the core holdings in my portfolio reporting results. Main Street Equity (MEQ), Brookfield Corp (BN), and Constellation Software (CSU) all delivered robust double-digit growth. EQB, however, reported a significant decline in profits.