2025 Performance Summary
My portfolio return : 20%
S&P Return: 16%
We managed to beat the S&P 500 by about 4% in 2025, which is still ok. But the year also reminded me that there’s always something to learn, and diversification is definitely one of those lessons.
From May to October, tech stocks came roaring back and pushed my portfolio up as much as 28%. Everything looked great—until the sudden pullback in October, triggered by Meta’s heavy AI spending and the ripple effect across the Magnificent Seven, hit harder than I expected.
Since Meta and Tesla made up around 20% of my portfolio, the drop had a noticeable impact. Looking back, I probably should’ve taken some profits in early October and kept a bit more cash on the sidelines. It’s one of those moments where you nod to yourself and think, “Alright, that’s going into the playbook for next time.”
Here is my strategy for the coming months Jan - Feb 2026 :
- 40% to tech companies
- 20% to low cap stocks such as Grab, Stone Co
- 20% to dividend and blue chip stocks - Pfizer, Altria, Microsoft
- 5% to Crypto
- 15% of cash retention... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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Sat Jul 18 2026 22:00:06 GMT+0000 (Coordinated Universal Time)
