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 | $297.84 | 5.9% |
| Meta Platforms | $189.31 | 5.7% |
| Alphabet (C) | $89.04 | 3.1% |
| Alphabet (A) | $153.25 | 2.0% |
| Amazon | $157.69 | 5.1% |
| Hershey | $174.06 | 5.6% |
| PepsiCo | $142.43 | 5.5% |
| Adobe | $424.85 | 4.7% |
| Salesforce | $221.21 | 6.1% |
| Estee Lauder | $76.06 | 4.1% |
| Celsius | $30.98 | 4.7% |
| Novo Nordisk | $69.47 | 4.8% |
| Nike | $63.87 | 4.8% |
| United Healthcare | $296.19 | 5.1% |
| Elevance Health | $308.53 | 5.0% |
| Copart | $42.59 | 3.3% |
| FactSet | $260.19 | 5.8% |
| ServiceNow | $102.19 | 5.0% |
| Cash | 4.2% |
Last Updated: May 9th, 2026
Short Term Trades
| Companies | Average Cost | Cost % of Portfolio |
| BTC | $76,613.67 | 4.7% |
| BMNR | $27.63 | 4.9% |
Last Updated: May 9th, 2026
Portfolio Updates
April Updates:
- Week Ending April 3rd: Bought little bit of Celsius and Nike. Celsius looks very undervalued at this price. Nike’s turnaround is taking longer than expected, still a good company, but it might take longer to accelerate growth.
- Week Ending April 10th: Bought more ServiceNow, little bit of Microsoft and Salesforce. Reduced Meta position a little bit to bring the position down to fully allocated from over allocated. This week Software stocks went down again due to the fear of AI killing all software companies. Microsoft is down 33% in just 5 months, ServiceNow is down 65% in 14 months, Salesforce is down 55% 16 months, Factset is down 58% in 16 months. All of these are great businesses, as they are generating more revenue each quarter and increasing net income every year. Good businesses like these do not go out of business within a year or two while the revenue and net income are still increasing. Panic in the market is the best time to buy good businesses at a discount. In past 8 years I have seen this panic play out multiple times. Meta went down 70% due to panic back in 2022 then went up 700% from there. Google went down 32% from ChatGPT panic last year then went up 150% from there. When sentiment in the market changes these good companies will go up again. Only company that seems to be in trouble from AI is Adobe, even though they are increasing revenue and net income every quarter. At this level Adobe is cheap as well. Holding the position for now, not buying more.
- Week Ending April 17th: Bought a little bit more of Celsius and Hershey. Market made all time high this week after all the volatility and a 10% drop. It only took 3 weeks to recover all the losses. That’s why staying invested in good companies is very important.
- Week Ending April 24th: Bought little bit more of ServiceNow, very close to a full allocation. Sold 0.2% of Microsoft to bring the position down, close to full allocation.
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.
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.