Portfolio Performance & Holdings

An updated look at my portfolio

2025 has been quite a ride for the stock market during these first 5 months of the year.

My portfolio has done well. I’m happy where it’s at after all the volatility and the bear market scare that happened.

Here is where my portfolio performance currently stands.

Over the past month my portfolio is up 15.31% compared to the S&P 500 which is up 9.88%.

YTD my portfolio is down 0.60% compared to the S&P 500 which is up 0.26%.

Over the past year my portfolio is up 26.74% compared to the S&P 500 which is up 12.29%.

Now let’s take a look at my portfolio and the details around each of my positions.