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SoloFIRE Portfolio Update - 2025 Nov - $938K

The overall portfolio remained flat in November and the increase in value came primarily from new contributions. I continued to meaningfully increase my position in CSU, adding 6 more shares across all my portfolios.

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SoloFIRE
December 07, 2025

Table of Contents

Figure 1. Stock Portfolio Value as of Dec 1st 2025, ignoring margin and cash balance (Created with StockUnlock)

💡Monthly Highlight

The overall portfolio remained flat in November and the increase in value came primarily from new contributions.

I continued to meaningfully increase my position in Constellation Software stock (CSU), adding 6 more shares across all my portfolios. I also reduced my Berkshire Hathaway (BRK.B) position to reallocate capital into two stocks that I believe offer stronger return potential: Meta Platforms (META) and Duolingo (DUOL).

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