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$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.

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SoloFIRE
September 05, 2025

Table of Contents

Figure 1. Public Portfolio Value as of Sept 2nd 2025, excluding margin balance (Created with StockUnlock)

💡Monthly Highlight

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, which prompted me to reduce my position and rethink my investment thesis for the stock.

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