Portfolio Update
Portfolio up 89% YTD, with a 1,011% six-year return. I disclose all my updated positions
Performance Overview
2026 YTD: My portfolio is up 89.1% YTD, compared with 9.4% for the SPY.
My six-year total return now stands at 1,011%, while the SPY is up 154% over the same period.
That means my starting capital has grown by roughly 11x, compared with about 2.5x for the market.
This was achieved without options or leverage, simply by investing in misunderstood companies exposed to the highest-growth themes in the market.
Every position is public. I publish my full portfolio, along with my rationale and price targets, and provide regular updates in my portfolio reviews. The figures are unaudited, but the record is open, and my track record is documented.
Over the past few weeks, AI-related stocks have experienced a sharp drawdown, creating discounts of more than 30% across some positions I own. As I explained, I believe the sell-off was unfounded, and the recovery I expected is already underway.
Update Structure
This article will follow a different structure from previous updates.
First, I’ll explain all the news and recent developments.
Secondly, I’ll give my take on each company, providing a more direct and less time-consuming way to understand the key messages and their implications.
Then, I’ll provide a snapshot of all my price targets.
Finally, I’ll briefly explain what I’m doing with each of my positions.
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