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SoloFIRE Portfolio Update - 2026 June - $955k
My portfolio's net asset value declined by about $36,000 compared to last month as renewed fears of AI disruption triggered another selloff in software stocks. Over the past year, my portfolio has underperformed major indices such as the S&P 500, trailing by roughly 14 percentage points
SoloFIRE Portfolio Update - 2026 May - $991,000
The stock market reached new highs in May, and my portfolio followed suit as the software sector experienced a significant recovery from the recent “SaaSpocalypse” selloff. Excluding new contributions, net portfolio value increased by nearly 5% to about $991,000...
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 ...
