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Annual Report

Annual Portfolio Performance Analysis

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Covered Stock Valuation and AnalysisCovered Stock Valuation and Analysis

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Jan 06, 2026

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 ...

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