• SoloFIRE
  • Posts
  • $805K Portfolio Update - July 2025

$805K Portfolio Update - July 2025

My portfolio grew by about 1.3% in July, reaching a new all time high. Entering the earnings season, many of my companies has reported strong earnings, contributing to the portfolio growth. I am also disclosing my international stock holdings for the first time.

Author

SoloFIRE
August 05, 2025

Table of Contents

Figure 1. Public Portfolio Value as of Aug 4th 2025 with 1 year performance, excluding margin.

💡Monthly Highlight

The market is getting volatile 🏄 in the past few weeks as major companies released their earnings one after the other. It is completely normal to see individual stock prices move up or down 10% after the reporting and there is no need to stress over it as long as the company is performing well.

For the past year, my portfolio returned about 26%, which is about 5% higher than the S&P 500 index. My portfolio has produced an 83% money-weighted return since I started tracking my total portfolio return in Feb. 2023, significantly outperforming the 56% return produced by the S&P 500.

Subscribe to keep reading

This content is free, but you must be subscribed to SoloFIRE to continue reading.

Already a subscriber?Sign in.Not now

Reply

or to participate.