PORTFOLIO UPDATE
My portfolio returned +8% in May, marking a strong comeback from April. During the panic days of April, when fear spread across the market, I did not liquidate my portfolio to increase my cash safety net. Instead, I used the rare opportunity to restructure my holdings by taking profits on some positions and selling others that were more defensive in order to increase my stake in higher-conviction bets.
I bought shares of $AMZN (Amazon.com Inc), $GOOG (Alphabet), Toyota, Volvo Trucks, AMD, SOXX, and SLV. Many of these positions have delivered double-digit returns since then. Particularly with silver, which now makes up 10% of my portfolio, I’m clearly very bullish on precious metals. I expect gold and silver to outperform stocks not only this year, but potentially over the next 3–4 years.
Our strategy has remained consistent: being diversified across different asset classes that appreciate in value over time. My picks are all high-quality names, and several holdings—like SPY and SOXX—are already diversified by themselves.
I'm excited to see how the rest of 2025 unfolds.
A big thank you to my followers and copiers.
Our strategy has remained consistent: being diversified across different asset classes that appreciate in value over time. My picks are all high-quality names, and several holdings—like SPY and SOXX—are already diversified by themselves.
I'm excited to see how the rest of 2025 unfolds.
A big thank you to my followers and copiers.
----Happy Investing----... Show More
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Sat Nov 08 2025 21:40:28 GMT+0000 (Coordinated Universal Time)
