📈 AUGUST PORTFOLIO UPDATE
YTD
🔵 My Portfolio: +15.53%
🟢 S&P 500: +10.13%
Since Inception — July 13, 2023
🔵 My Portfolio: +96.88%
🟢 S&P 500: +72.27%
When I started tracking this portfolio in July 2023, I set myself a simple long-term goal: double the portfolio every 5 years.
Just over 3 years in, the portfolio is now up 96.88% - getting very close to that first double well ahead of schedule.
Of course, markets can change quickly. There will be corrections, bad years, and periods where I underperform. Three years is also a relatively short measuring period.
The goal hasn’t changed: own great businesses, stay disciplined, and let compounding do the heavy lifting.
