Link For September Spreadsheet / Portfolio

Hi all 👋

Behind the paywall below is the link to my spreadsheet for September 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 45-52% 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 (+10.72%) and the NASDAQ which is up 11.4%.

My gains have been primarily driven by LMND, SOFI, BABA, CEG, ASPN, FSLR amongst a few others. We are in a difficult period now where some growth stocks are valued at ridiculously 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). 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’m particularly happy with the fact that I have zero stocks in the red currently in my core portfolio. In my swing trade (slightly higher risk) portfolio we have a mixed bag currently with ONDS up ~40% but SPIR and ABCL down ~10% but I’m fairly confident in these names over the long term and continue to hold.

Anyway, here’s the link to my spreadsheet for September 👇