Cool Portfolio

Below are all the details of the portfolio I will be constantly tracking for this Publication.

The Story: The Portfolio started at $5,000 and gets contributions every month from the profit I get from this publication. The Goal is simple: Long-term Outperformance of the S&P 500.

I will not buy into Trends, Hype or FOMO. I buy long-term compounding machines.

For Buys and Sells I send monthly updates. You can find them here.

Performance Vs S&P 500

Since the Start (blue is mine):

This shows Portfolio value over its lifetime. You can compare a portfolio with popular indices and index funds, calculating what would happen if instead of my stocks I would have bought shares of the selected fund (S&P 500)

Year-to-date

Yearly Tracking (started in April 2024)

2024:

Portfolio 12.42% +$1,136.08

S&P 500 10.76% +$991.35