Portfolio Updates

Portfolio Review (June 2026)

+211.32% Since Inception, +131.48% Outperformance

Jul 1 • GabGrowth

Portfolio Review (May 2026)

Extremely strong May, and the market rally continues

Jun 1 • GabGrowth

Portfolio Review (April 2026)

April was, in many ways, the mirror image of March. Both the S&P 500 and the Nasdaq just posted their best monthly performance since 2020.

May 1 • GabGrowth

Portfolio Review (March 2026)

March 2026 Markets Review

Apr 1 • GabGrowth

Portfolio Review (Feb 2026)

The market tests conviction

Mar 2 • GabGrowth

Portfolio Review (Jan 2026)

December 2025 Markets Review

Feb 2 • GabGrowth

Portfolio Review (2025)

+26% in 2025, +197% since Inception

Jan 1 • GabGrowth

Portfolio Review (November 2025)

2 NEW positions!

Nov 30, 2025 • GabGrowth

Portfolio Review (October 2025)

+43% YTD, +235% over past 2 years

Nov 3, 2025 • GabGrowth

My 11 Holdings and Why

Core Thesis, Portfolio Allocation and Future Plans

Oct 31, 2025 • GabGrowth

Portfolio Update

The past week has been a busy one for my portfolio, so I wanted to share a quick update with subscribers.

Oct 8, 2025 • GabGrowth

Portfolio Review (September 2025)

+43% YTD, +234% Since Inception

Oct 1, 2025 • GabGrowth

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