I don’t share portfolio updates nearly as often as I probably should, so here’s some full transparency on where I’m at. Over the last three years, this brokerage portfolio is up 218% [For comparison, the S&P 500 is up about 79% and the Dow is up 53% over the same period] 📈 The portfolio now has just over $1 million in unrealized gains, with individual stocks showing returns as high as 168% and profits of more than $414,000 on a single stock. [portfolio positions copied in first comment below] But the most important message... You CAN beat the market. But you probably won’t do it by investing like everyone else. 🎯 Super Micro Computer $SMCI is a perfect example. I’ve watched this stock fall 30%, 40% and even 50% at different points. That’s when most investors panic, sell and move on to whatever stock is working that month. I kept coming back to the research. Today, my SMCI position is worth about $1.18 million, with an unrealized gain of roughly $414,000. 💰 It’s the same philosophy behind other positions. Palo Alto Networks $PANW is up about 168% for me. CrowdStrike $CRWD is up 139%, Fortinet $FTNT is up 108%. My Ethereum exposure through $ETHA and $ETH is up 37%, with over $500,000 in unrealized gains. 🚀 That doesn’t mean every pick works. SoundHound $SOUN is currently down about 34% from when I bought back in [after selling at $20 a share last year]. Investing in individual stocks means accepting that some ideas will be wrong or take much longer to play out. ⚠️ And for complete transparency, this is not my entire investment portfolio. I have other accounts invested primarily in index funds and ETFs that get a more stress-free market return - no more, no less but a lot less worry. The lesson isn’t that everyone should pick stocks. It’s that if you’re going to pick them; do the research, understand why you own them, and develop enough conviction to stick with that research when the market tests you. 🧠 Sometimes the biggest returns come from being willing to look wrong before you’re proven right. Check out this video for the 7 Stocks I'm Buying for October https://youtu.be/Zrbf8mXwsG4 Don't miss tomorrow's video, how AI could cause the next banking crisis!
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7 Comments
Joseph Hogue CFA
@letstalkmoney · 17d
Adding portfolio image as well...
Leo
@l3onel · 2d
This stock has been crazy i have only 2.785 shares lol BUT i started with 1 share but bought more ( despite their troubles) to lower my cost basis from. Its FINALLY showing a turn around I believe the last earnings too were positive so thats good. I said id sell out of them when i break even but ill keep holding it. My average cost is 43.22.. im going to keep holding and not sell out as originally thought..,
Nate
@hoodnate · 15d
The SMCI story really stuck with me, watching a stock drop 50% and still trusting your research takes serious conviction. I am mostly in index funds right now so it is reassuring to hear you keep stress free money on the side too. Do you have a rule for how big a single position can get before you trim?
Amandeep Singh@amandeep360 · 16d
So inspiring. It was crazily tough to hold Smci during march sell off and accounting issues. From $58 to $20, I didn’t sell it. I am happy that I stuck with it.
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