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 | $290.95 | 5.7% |
| Meta Platforms | $187.10 | 5.7% |
| Alphabet (C) | $89.04 | 3.1% |
| Alphabet (A) | $153.25 | 2.1% |
| Amazon | $157.69 | 5.2% |
| Hershey | $175.06 | 6.5% |
| PepsiCo | $142.99 | 6.5% |
| Salesforce | $221.21 | 6.1% |
| Estee Lauder | $76.06 | 4.2% |
| Celsius | $30.98 | 4.8% |
| Novo Nordisk | $69.47 | 4.9% |
| Nike | $63.87 | 4.9% |
| United Healthcare | $296.19 | 5.2% |
| Elevance Health | $308.53 | 5.1% |
| FactSet | $240.72 | 2.6% |
| ServiceNow | $99.75 | 5.1% |
| Cash | 13% |
Last Updated: Aug 8th, 2026
Short Term Trades
| Companies | Average Cost | Cost % of Portfolio |
| BTC | $76,613.67 | 4.7% |
| BMNR | $27.63 | 5.0% |
Last Updated: Aug 8th, 2026
Portfolio Updates
July Updates:
- Week Ending July 3rd: Sold little bit of Meta as the price went up to bring the position down to fully allocated.
- Week Ending July 10th: No changes.
- Week Ending July 17th: Bought little bit of ServiceNow to lower average cost as the stock went below ave price.
- Week Ending July 24th: Bought little more of ServiceNow. Currently over allocated in the portfolio, will reduce once the price goes up.
- Week Ending July 31st: Sold some Microsoft and ServiceNow to bring the position down to fully allocated as the price went up. Sold half of FactSet position for 7% profit to reduce software exposure of the portfolio. Sold MSFU short term option trade for 177% profit. Bought a little bit of Meta as the price tanked after earnings. Still very undervalued. Increasing the cash position slowly as the market became very volatile and a big draw down could be around the corner.
August Updates:
- Week Ending Aug 7th: Sold some Meta to bring the position down to fully allocated as the price went up.
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.