Portfolio Update

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$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.

SoloFIRE
SoloFIRE
Portfolio UpdatePortfolio Update
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$790K Portfolio Update - June 2025

$790K Portfolio Update - June 2025

My portfolio advanced about 5% in June, reaching its highest level since February. The market continues to rise despite escalating conflicts in the Middle East. Once again, we are reminded of the difficulty of market timing.

SoloFIRE
SoloFIRE
Portfolio UpdatePortfolio Update
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$750k portfolio update - 2025 May

$750k portfolio update - 2025 May

The stock markets have recovered significantly from the tariff lows in May. As small individual investors, we have no control over whatever happens in the political or economical environment, but that doesn’t matter as long as ...

SoloFIRE
SoloFIRE
Portfolio UpdatePortfolio Update
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$718K Portfolio - 2025 April Update, Berkshire Meeting

$718K Portfolio - 2025 April Update, Berkshire Meeting

Coming back from my first Berkshire annual meeting, my beliefs in the power of investing has been further deepened. I met two guys who bought BRK-A shares for less than $10,000...

SoloFIRE
SoloFIRE
Portfolio UpdatePortfolio Update
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$692K Portfolio Update - March 2025

$692K Portfolio Update - March 2025

The uncertainty continues in the financial markets with escalating trade conflicts between the US and its trading partners. There will be inflation and damage to the economy to some extents but it is still too early to tell. It is also likely that some tariffs may be delayed or cancelled as countries start to negotiate trade deals with the US.

SoloFIRE
SoloFIRE
Portfolio UpdatePortfolio Update
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$747K Portfolio Update - Feb 2025

$747K Portfolio Update - Feb 2025

A new stock was added to the portfolio in additional to many other buys.

SoloFIRE
SoloFIRE
Portfolio UpdatePortfolio Update
+1+1
$780K Portfolio Update - Jan 2025

$780K Portfolio Update - Jan 2025

My portfolio has reached all time high at the end of Jan 2025. I made a few additional purchases for positions that are still fairly valued.

SoloFIRE
SoloFIRE