Welcome to my investment portfolio, where I’ve curated a selection of innovative and well established companies poised for exponential growth. With a focus on disruptive technologies, emerging trends, and visionary leadership, these stocks represent my conviction in the potential for significant returns.
Long Term Investments
| Companies | Average Cost | Cost % of Portfolio |
| Microsoft | $302.80 | 6.5% |
| Meta Platforms | $187.34 | 5.7% |
| Alphabet (C) | $89.04 | 3.2% |
| Alphabet (A) | $153.25 | 2.1% |
| Amazon | $157.69 | 5.4% |
| Hershey | $172.41 | 5.4% |
| PepsiCo | $142.43 | 5.8% |
| Adobe | $424.85 | 5.0% |
| Salesforce | $228.36 | 6.0% |
| Estee Lauder | $76.20 | 4.2% |
| Celsius | $30.53 | 4.3% |
| Novo Nordisk | $69.47 | 5.1% |
| Nike | $64.69 | 4.9% |
| United Healthcare | $296.19 | 5.4% |
| Elevance Health | $308.53 | 5.3% |
| Copart | $42.59 | 3.5% |
| FactSet | $264.41 | 5.7% |
| ServiceNow | $108.39 | 3.3% |
| Cash | 3.2% |
Last Updated: Mar 20th, 2026
Short Term Trades
| Companies | Average Cost | Cost % of Portfolio |
| BTC | $76,613.67 | 4.9% |
| BMNR | $27.63 | 5.2% |
Last Updated: Mar 20th, 2026
Portfolio Updates
February Updates:
- Week Ending Feb 6th: Market faced quite a turmoil this week. Software companies fell like a rock from concern of AI taking over business share from these companies. These panic situations are a good opportunity to buy good wide moat companies that has the potential to bounce back quickly once panic settles. Added 5% cash to the portfolio. Bought little bit more of Microsoft, Salesforce, FactSet. Currently over allocated, will reduce to full allocation again when price goes up. Started new position of ServiceNow. Very good company, down more than 50% from panic. Bought little more of Bitcoin for short term. Sold CRSP short term trade for 12% loss. Sold MTCH short term trade for break even. Losing faith in Adobe as the company’s moat has been challenged by AI.
- Week Ending Feb 13th: Bought a little bit of AVGO and QBTS for short term trades.
- Week Ending Feb 20th: Sold all ETHA short term position and immediately bought BMNR with that money. BitMine company is an Ethereum treasury company along with other investments as well, so no point of buying Ethereum etf separately. That’s why swapped ETHA for more BMNR.
- Week Ending Feb 27th: Market has been very choppy lately. I have decided to close most of my short term position to raise cash to invest more in fundamentally good undervalued companies. Sold NVDA for 1% profit. Sold AVGO for 3% loss. Sold QBTS for 12% loss and sold DOUL for 49% loss. Since short term trades are 1% or less of the portfolio each. These losses didn’t affect the portfolio that much.
March Updates:
- Week Ending March 6th: Bought little bit of Estee Lauder to complete intended full allocation.
- Week Ending March 13th: No changes. Planning to increase cash position.
- Week Ending March 20th: Added little bit of Microsoft, Meta and Pepsico. All of them are very undervalued.
Yearly Performance
Annual returns over the years compared against the market.
| Year | My Portfolio | S&P 500 |
| 2025 | 34.13% | 16.65% |
| 2024 | 37.34% | 24.13% |
| 2023 | 135.94% | 26.19% |
| 2022 | -49.07% | -18.17% |
| 2021 | 11.59% | 28.75% |
| 2020 | 7.94% | 18.37% |
| 2019 | -91.75% | 31.22% |
| 2018 | -48.78% | -4.56% |
| 2017 | -10.50% | 21.70% |
Follow the stocks I am watching on my Watchlist page.
Follow my Home Run Investments page for my best performing sold stocks.