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 | $291.41 | 5.7% |
| Meta Platforms | $177.47 | 5.6% |
| Alphabet (C) | $89.04 | 3.3% |
| Alphabet (A) | $153.25 | 2.2% |
| Amazon | $157.69 | 5.5% |
| Hershey | $172.41 | 5.4% |
| PepsiCo | $145.65 | 5.7% |
| Adobe | $424.85 | 5.1% |
| Salesforce | $228.36 | 5.4% |
| Estee Lauder | $74.55 | 3.9% |
| Celsius | $31.98 | 4.9% |
| Novo Nordisk | $69.47 | 5.1% |
| Nike | $65.50 | 4.9% |
| United Healthcare | $296.19 | 5.5% |
| Elevance Health | $308.53 | 5.4% |
| Copart | $43.01 | 3.3% |
| FactSet | $273.40 | 4.2% |
| Cash | 6.1% |
Last Updated: November 28th, 2025
Short Term Trades
| Companies | Average Cost | Cost % of Portfolio |
| ETHA | $18.90 | 2.9% |
| BTC | $91,600 | 3% |
| MTCH | $30.85 | 1% |
| BMNR | $38.24 | 3.1% |
| CRSP | $53.22 | 1.2% |
Last Updated: November 28th, 2025
Portfolio Updates
October Updates:
- Week Ending Oct 3rd: Bought BA short term trade. Bought little bit of Salesforce as the stock is still undervalued. Sold Alibaba for 1% profit after holding it for 5 years. Still a good company but had a bad experience with the investment, so got out as soon as it went back up to my ave cost.
- Week Ending Oct 10th: Sold NVIDIA for 100% profit, doubled in 6 months, will buy again when it becomes undervalued. Sold Lockheed Martin for 17% profit. Sold some Pepsi as the price went back up to my average cost, to bring the position down to fully allocated from over allocated. Bought more Nike, company making a comeback to growth. Bought little bit of Salesforce, still undervalued. Bought 1st tranche of Copart. It was in my watchlist for a while, profitable business, undervalued. Holding 22% cash, expecting a market draw down of at least a 5%.
- Week Ending Oct 17th: Bought more Copart and 1st tranche of FactSet. Another good business, undervalued, was in my watchlist. Bought little bit more of ETHA and BMNR for short term trade.
- Week Ending Oct 24th: Bought more Copart and FactSet. Bought a bit more of BMNR. Bought a small position of ALAB for short term trade.
- Week Ending Oct 31st: Bought more Copart, FactSet, Elevance Health, Nike, Hershey and a little bit of Meta. All of them are undervalued. Hershey currently over allocated in my portfolio, will reduce once the stock goes up to my average cost. Bought more ETHA and BMNR for short term trade. Sold ALAB short term trade for 19% profit. Sold BA short term trade for 4% loss. Bought ALC for short term trade.
November Updates:
- Week Ending Nov 7th: Market went down little more than 4% this week. It was a good opportunity to add some undervalued stocks. Bought more Celsius, Copart, FactSet, United Healthcare, Nike, Novo Nordisk and Estee Lauder. Added little more of ETHA and BMNR for short term trade.
- Week Ending Nov 14th: Sold ALC and OXY short term trade for 5% profits. Bought OXY again for short term trade. Sold some Salesforce, United Healthcare, Hershey and Nike to bring the position down to fully allocated from over allocated as the price went up to my ave cost.
- Week Ending Nov 21st: Bought little bit more of ETHA, BMNR and BTC for short term trade as crypto market went down more than 35%. Bought more Celsius and Copart. Sold OXY short term trade for 3% loss. Market went down little less than 6% this week. A lot of high quality stocks were on sale.
- Week Ending Nov 28th: Bought more Copart and Celsius. Bought a little bit of Microsoft as the stock went down a lot recently. Bought CRSP as a short term trade.
Yearly Performance
Annual returns over the years compared against the market.
| Year | My Portfolio | S&P 500 |
| 2024 | 34.76% | 24.13% |
| 2023 | 137.51% | 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.