Portfolio Review (July 2025)
A busy month with a few key additions to the portfolio
July has been another strong month for the market with the NASDAQ returning over 4%, boosted by the incredible reports by MSFT and META just yesterday.
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I post 8-10 articles per month, of which 2-3 will be extensive 50-60 pager deep dives on the most interesting businesses.
Portfolio Performance (Since Inception)
(Portfolio Inception Date: 27th October 2023)
Portfolio: +201.29%
S&P 500: +53.99% (Outperformance: +147.30%)
NASDAQ: +69.78% (Outperformance: +131.51%)
Portfolio Performance (YTD)
Portfolio: +28.72%
S&P 500: +8.32% (Outperformance: +20.40%)
NASDAQ: +9.68% (Outperformance: +19.04%)
General Thoughts on Portfolio Performance
The past 2.5 years have been one of the strongest bull markets with the market seeing back to back 20+% years and seemingly on track again this year for a double-digit positive return.
I’m relatively pleased with my performance thus far, especially with regards to the stocks I own, which I believe are not as high-beta as the performance would suggest.
Rather than the outperformance on the positive side, i’m most proud with how I handled the drawdown in April, with the portfolio never underperforming the NASDAQ despite a heavy tilt towards growth which got hit hard by the tariff scare.
I attribute that to a trim in the portfolio between January and March which I shared on my X account in real-time and the subsequent heavy dip buys in April.
Overall, this performance is not sustainable, but I will continue to stick to my approach and purchase great businesses at fair prices and believe that they will allow me to outperform in the long run.