MSCI

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UNHUNH
+8+8
SoloFIRE Portfolio Update - 2026 July - $996k

SoloFIRE Portfolio Update - 2026 July - $996k

As we enter the major earnings season in July, my portfolio has experienced extreme volatility with some major holdings experiencing daily price swings of more than 5%. It is during periods like this that a long-term investment approach becomes especially important, which ...

SoloFIRE
SoloFIRE
UNHUNH
+7+7
SoloFIRE Portfolio Update - 2026 April - $939,000

SoloFIRE Portfolio Update - 2026 April - $939,000

The portfolio experienced significant recovery in April, with net assets increasing by more than $100,000 compared to the previous month, driven by a broad market recovery and strong earnings reported by several portfolio companies...

SoloFIRE
SoloFIRE
Major Investment DecisionsMajor Investment Decisions
+1+1
I sold Duolingo and bought MSCI instead

I sold Duolingo and bought MSCI instead

I have sold my small position in Duolingo after just 1 month as I realized I didn't have the required conviction to hold this one long term.

SoloFIRE
SoloFIRE