This page is what my loved ones should care about most, so it’s front and center. It’s a window into my wins and losses, showing how we cover bills and plan for the future. Over time, it’ll show the power of compounding. Feel free to browse around. Click welcome to begin in the usual way.

The graph displays my base after expenses and is updated quarterly. In between you can view the monthly snapshot. The graph here reflects two years of rent set aside and any credit card debt. My goal is to steadily grow my base, maintain debt approaching zero, and harness compounding for long-term wealth.

  • -5.8% quarter over quarter

    -8.9% 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.

  • Result: -3.1% 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

I monitor weekly, monthly, and quarterly portfolio changes to reinforce that short-term fluctuations, though they may seem significant, are ultimately minor to meaningless—especially when the portfolio holdings remain unchanged during those periods. Over the long term, it’s the broader trend that truly matters. In addition, I check the account balance only weekly in order to have the data point and that may also be too frequent.