I’m happy with where my portfolio stands so far in 2025. It’s still outperforming the S&P 500 year-to-date. If that holds, it would be the 3rd year in a row and the 7th time in the past 9 years that my portfolio has beaten the index.
This year isn’t close to where my portfolio finished in 2023 (+81.9%) or 2024 (+49.5%). But there are still three months left to try and catch up to those returns. We’ll see what the 4th quarter brings.
Here is where my portfolio performance currently stands.
YTD my portfolio is up 16.20% compared to the S&P 500 which is up 13.11%.
Over the past year my portfolio is up 28.51% compared to the S&P 500 which is up 16%.
Over the past 2 years my portfolio is up 104.52% compared to the S&P 500 which is up 53.04%.
Now let’s take a look at my portfolio and the details around each of my 7 positions.