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 | $300.77 | 6.1% |
| Meta Platforms | $183.85 | 5.6% |
| Alphabet (C) | $89.04 | 3.2% |
| Alphabet (A) | $153.25 | 2.2% |
| Amazon | $157.69 | 5.3% |
| Hershey | $172.41 | 5.2% |
| PepsiCo | $142.20 | 5.5% |
| Adobe | $424.85 | 4.9% |
| Salesforce | $228.36 | 5.9% |
| Estee Lauder | $74.55 | 3.7% |
| Celsius | $30.53 | 4.2% |
| Novo Nordisk | $69.47 | 4.9% |
| Nike | $64.69 | 4.3% |
| United Healthcare | $296.19 | 5.3% |
| Elevance Health | $308.53 | 5.2% |
| Copart | $42.59 | 3.4% |
| FactSet | $264.41 | 5.5% |
| ServiceNow | $108.39 | 3.2% |
| Cash | 2.5% |
Last Updated: Feb 6th, 2026
Short Term Trades
| Companies | Average Cost | Cost % of Portfolio |
| ETHA | $18.90 | 2.9% |
| BTC | $76,613.67 | 4.8% |
| BMNR | $38.24 | 3.1% |
| DOUL | $185.60 | 1.2% |
| NVDA | $178.24 | 2.1% |
Last Updated: Feb 6th, 2026
Portfolio Updates
December Updates:
- Week Ending December 5th: Bought NVDA and DOUL for short term trade.
- Week Ending December 12th: Bought more Copart. Bought more NVDA for short term trade.
- Week Ending December 19th: Bought more Nike and FactSet. Bought more NVDA for short term trade.
- Week Ending December 26th: Bought more Nike and Pepsi as the price went below the average cost, will reduce Pepsi to full allocation once the price go up to my average cost.
January Updates:
- Week Ending January 2nd: Bought more Copart. 2025 return of my portfolio is 34%.
- Week Ending January 9th: Bought more Pepsi, currently over allocated in my portfolio, will reduce once price goes up to my average cost. Pepsi is still undervalued selling at an eye catching 4% dividend yield. Reduced some Celsius to bring the position down to my intended full allocation.
- Week Ending Jan 16th: Sold some Pepsi to bring the position down to fully allocated as the price went up to my Ave cost.
- Week Ending Jan 23rd: Bought little bit of ASST for short term trade.
- Week Ending Jan 30th: Bought a little bit of FactSet. Bought little more Bitcoin for short term trade. Sold ASST short term trade for 12% loss.
- 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.
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.