- SoloFIRE
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- TFSA Update
SoloFIRE Portfolio Update - 2026 May - $991,000
The stock market reached new highs in May, and my portfolio followed suit as the software sector experienced a significant recovery from the recent “SaaSpocalypse” selloff. Excluding new contributions, net portfolio value increased by nearly 5% to about $991,000...
SoloFIRE Portfolio Update - 2026 Mar - $838,000
As war rages in the Middle East, the S&P 500 dropped 8% before seeing a modest recovery at the start of April. My portfolio was no exception: net asset value declined by 3.1%, or $26,945 in March, bringing the 2026 year-to-date performance down to -11.44%, compared with the 4% decline of the S&P.
SoloFIRE Portfolio Update - 2026 Feb - $865k
The net portfolio value declined about $53,000 in February as sell-off in software sector intensified. As mentioned in my previous update, there is no doubt that AI is introducing additional risks such as increased competition and pressure on the traditional seat-based pricing model. However ...
$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.
