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SoloFIRE Portfolio Update - 2025 October - $920k
The net portfolio value increased from $881,484 to $926,531 in October. Year-to-date, the portfolio returned 14.3%, lower than the 16.7% gain in the S&P 500. This is normal for a portfolio with individual stocks that’s significantly different from the index components. While I cannot control the market prices of my holdings, I get to choose which stocks to put in my portfolio ...
$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.
$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.
$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.
