Hi all 👋
Behind the paywall below is the link to my spreadsheet for October 2025. As paid subs know this is where I post all of my current holdings, allocations, trades, buys, sells, adds, trims, watchlists, notes, and exact dollar amounts I have (all for just $16 a month).
It’s tough to gauge exactly what I am up so far this year because of my DCA’s, adds to the portfolio, and different amounts across different brokerages, but I’m in the range of 50-54% now I believe as per rough calculations. At the end of the year I’ll do an exact calculation, but I don’t have the time for that now. What I do know is that I’m crushing the SPY (+14.2%) and the NASDAQ which is up 17.2%.
My gains have been primarily driven by LMND, SOFI, BABA, CEG, ASPN, FSLR, SES, ONDS amongst a few others. We are in a difficult period now where some growth stocks are valued at high levels and I suspect we are going to see the start of a few new cycles (we’ve started to see some bigger moves in China for example, and I suspect value plays or emerging market plays will be next). This is exactly why I’m bullish China, bullish healthcare, and bullish emerging markets.
With that being said, I’m willing to hold my higher growth names through some volatility so I haven’t aggressively trimmed or sold anything too much lately (aside from a little bit with HIMS and MELI). I think HIMS is slightly too overvalued right now.
Anyway, here’s the link to my spreadsheet for October below the paywall 👇
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