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 | $302.52 | 6.7% |
| Meta Platforms | $194.93 | 6.2% |
| Alphabet (C) | $89.04 | 3.2% |
| Alphabet (A) | $153.25 | 2.1% |
| Amazon | $157.69 | 5.3% |
| Hershey | $175.06 | 6.7% |
| PepsiCo | $142.99 | 6.7% |
| Salesforce | $221.21 | 6.3% |
| Estee Lauder | $76.06 | 4.3% |
| Celsius | $30.98 | 4.9% |
| Novo Nordisk | $69.47 | 5.0% |
| Nike | $63.87 | 5.0% |
| United Healthcare | $296.19 | 5.3% |
| Elevance Health | $308.53 | 5.2% |
| FactSet | $260.19 | 4.9% |
| ServiceNow | $101.37 | 5.6% |
| Cash | 6.7% |
Last Updated: June 26th, 2026
Short Term Trades
| Companies | Average Cost | Cost % of Portfolio |
| BTC | $76,613.67 | 4.8% |
| BMNR | $27.63 | 5.1% |
Last Updated: June 26th, 2026
Portfolio Updates
May Updates:
- Week Ending May 1st: Bought a little bit more of Celsius and Hershey. Celsius still looks cheap at this price.
- Week Ending May 8th: Bought little bit more of Celsius and FactSet, both are currently over allocated in the portfolio, will reduce once price goes up. Bought a little bit of ServiceNow as well, almost reached full allocation. Added 5% cash to the portfolio.
- Week Ending May 15th: Completed full position of ServiceNow. Added little bit of Pepsico as price looks undervalued.
- Week Ending May 22nd: No change.
- Week Ending May 29th: Bought more Pepsico as the stock is undervalued, currently over allocated. Sold little bit of Microsoft to bring the position down to full allocation. Shorted SNOW for short term trade. The stock went up over 50% in a week, expecting a mini pull back.
June Updates:
- Week Ending June 5th: Bought more Hershey as the price looks undervalued. Currently over allocated, will reduce once price goes up. Sold some FactSet to bring the position down to intended full allocation as the price went up to my average cost. Sold Copart with 28% loss, still a very good company but the price may go down further in short term. My portfolio only took 1% hit from this loss. Closed SNOW short position for almost breakeven.
- Week Ending June 12th: Bought little bit of Meta, Microsoft and ServiceNow. Very undervalued. Sold Adobe long term position for 53% loss. Stock has been going down for 2 years, lost faith in the company. Stock is still undervalued but very hated by investors. Better to cut loss. The portfolio took a 2.5% hit from the loss. Bought and sold SPCX short term 1% trade for 22% profit.
- Week Ending June 19th: Sold little bit of Meta as the price went up to bring the position down to fully allocated and lowered the ave cost. Planning to increase cash position in the next few months.
- Week Ending June 26th: Bought a little bit more of Microsoft, Meta and ServiceNow. These stocks are still very cheap in my opinion. Bought 10 call options of MSFU expiring January 2027 for short term trade for about 0.9% of the portfolio. This is a high risk trade. I do not recommend anyone trading options so not disclosing trade details.
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.