Last Update: On August 29, 2025, I am +25.09% quarter over quarter after all expenses.

Since Inception: +15.89% after all expenses.

Next Update: December 31, 2025. I’m taking this final bit through the end of the year to begin 2026 in January.

The graph shows my base after expenses and is updated every quarter. In between you can view the monthly snapshot.

This graph reflects eighteen months' worth of rent set aside, as well as any credit card debt. These factors have been deducted to provide a more accurate representation of my true base after all living expenses. My goals are to consistently grow this figure, maintain debt approaching zero, improve the consistency of my investing/trading habits and execution, and take full advantage of compounding over time.

  • +25.09% quarter over quarter

    +15.89% since inception

    This quarter was marked by tarrif deals being announced, though there is a great deal of that still in limbo it seems the market doesn’t think Trump is actually willing to tank it.

    Inflation numbers are starting to show some of the tarrif effects but probably won’t reflect the full extend until later in the year.

    The Fed is starting to sound a bit more dovish and markets are expecting rate cuts to begin in September. I am not expecting that. But I don’t think it matters much if they begin then or the next cycle or the one after that. I don’t even think it matters much that they do cut at all so I’m not paying too much attention to that. Though if they cut, it should be a boon to stocks. And at the latest the cuts will come in 2026 given the expected change in Fed chair.

    I don’t think there’s much else the markets have been thinking about, at least not that has made it to my eyes/mind.

    Happy to see the Portfolio/Base after expenses noticably up for the first time since I began after my “second coming” in November.

  • -4.77% quarter over quarter

    -7.2% since inception

    The trump tariff wars since April have led to extreme volatility on his every tweet. Future me is going to be very pleased with current me that has held on during this without any/not too much/maybe-just-a-little-at-times panic. Today, in fact, I was just about to be on the positive side since the start and all of suden mid-day he’s back at it again with China. I don’t think anyone has ever seen anything quite like! I think this has likely been an excellent time for further training my nervous system and long term mindset.

    I have had some wins and losses this quarter which are detailed in the corresponding trade journal.

    Shift in strategy this quarter include a further consolidation into higher conviction investments. Whereas I began tracking here in November with initially 27 investments, I now have just 12. Take a look at the monthly snapshot for more detail on those current positions. oes here

    In addition, I have concentrated myself into longer-term opportunities that dip irrationally, catalyst driven biotechnology, and early stage/massive upside potential even in the short term. All I think allocated an appropriate portfolio weight.

    I feel very confident in all of my holdings today. Each of them can double this year alone. Some can quintouble this year, they have a lower weighting.

  • -2.56% quarter over quarter (and since inception).

    I’m excited to share my first update! The portfolio didn’t grow this quarter, but three months is just a snapshot. My detailed reflections are recorded in the trade journal for this period (password required). Looking forward to the next update in June 2025!t goes here

“When you find a winner, people will say you are wrong.

When you hold a winner, people will say you are stupid.

When you get rich from a winner, people will say you got lucky.

You tell them you love being wrong, stupid, and lucky.”

~ Ian Cassel