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 | 5.6% |
| Meta Platforms | $186.80 | 5.5% |
| Alphabet (C) | $89.04 | 3% |
| Alphabet (A) | $153.25 | 2.6% |
| Amazon | $157.69 | 5.1% |
| Hershey | $175.06 | 6.3% |
| PepsiCo | $142.99 | 6.3% |
| Estee Lauder | $76.54 | 4.2% |
| Novo Nordisk | $69.47 | 4.7% |
| Nike | $63.87 | 4.8% |
| United Healthcare | $296.19 | 5.1% |
| Elevance Health | $308.53 | 5% |
| ServiceNow | $99.80 | 5.2% |
| Bitcoin | $76,613.67 | 4.6% |
| AutoZone | $2769.8 | 1.4% |
| NVIDIA | $182.5 | 1.5% |
| Cash | 24% |
Last Updated: Nov 6th, 2026
Short Term Trades
| Companies | Average Cost | Cost % of Portfolio |
| BMNR | $27.63 | 4.9% |
Last Updated: Nov 6th, 2026
Portfolio Updates
October Updates:
- Week Ending Oct 2nd: Bought a little more of Kaspi and Estee Lauder. Started a small position of AutoZone for long term investment.
- Week Ending Oct 9th: Added a little more of Kaspi and AutoZone.
- Week Ending Oct 16th: No changes.
- Week Ending Oct 23rd: Sold out entire position of Kaspi after realizing more that one third of their revenue comes from loan interest. Theological reason.
- Week Ending Oct 30th: Bought little bit of Alphabet A shares after the recent price drops.
November Updates:
- Week Ending Nov 6th: Market went down quite a bit this week, creating opportunity to buy good companies. Started a new position on NVIDIA, bought the 1st trache. Added a little bit of ServiceNow.
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.