📈 PORTFOLIO UPDATE: +3.32% IN ONE DAY. DAYS LIKE THIS SHOW ITS STRENGTH.
The last trading day was a real blast for my portfolio.
The portfolio gained +3.32%, or roughly $2,900, while:
• Nasdaq-100 rose about 0.67% • S&P 500 about 0.55%
The biggest drivers were Amazon, Alphabet, Microsoft and Meta. Amazon alone added roughly $1,700 to the portfolio's value.
At the same time, the portfolio value moved back above the $90,000 mark, and I'm now less than $10,000 away from the first major milestone of $100,000.
Of course, one day doesn't make anyone a better investor. Even YTD, the Nasdaq-100 is still slightly ahead of me. But days like this beautifully show the strength and character of the entire portfolio.
It's not a random collection of tickers. It's built on three main pillars:
• 52.3% – Big Tech core: Alphabet, Amazon, Microsoft and Meta • 15.2% – Semiconductors: ASML, Nvidia and TSMC • 17.6% – Financial 'toll roads': Mastercard, S&P Global, MSCI and Brookfield • 14.8% – Growth satellites: Netflix, MercadoLibre, SoFi, Nu, Uber and Novo Nordisk
The largest company positions are currently:
• Alphabet – 15.8% • Amazon – 14.4% • Microsoft – 12.3% • Meta – 9.8% • ASML – 9.1%
The top five positions make up about 61.5% of the portfolio. So it's intentionally concentrated, and when the biggest companies grow, it really shows in the results.
At the same time, that's its greatest strength and its greatest risk. About two-thirds of the portfolio is directly or indirectly tied to AI, cloud and semiconductors. If this investment cycle continues, the portfolio could significantly benefit. If the market starts to doubt the return on huge AI investments, several of the largest positions could fall at the same time.
However, the current earnings season has further confirmed my portfolio composition.
Practically all key companies delivered very good results. The businesses are growing, generating huge amounts of cash, and their competitive advantages remain solid. Not every stock immediately rose after results, but for me, what matters more is how the company itself is developing, not the price reaction on a single day.
And that's exactly why I'm feeling the best I've ever felt about my portfolio.
Not because of a single day with a +3.32% return. But because I know exactly why I own each company, and I can sleep soundly with this portfolio even during downturns.
Right now, I don't want to make any unnecessary changes. The plan remains simple: regularly buy more quality companies, monitor weights, track AI investment returns, and let compounding work for another 10–15 years.
The portfolio doesn't have to beat the index every day. It has to be built so that I can stick with it even when a major storm comes.
Do you prefer a similarly concentrated portfolio of quality companies, or would you want more diversification with 17 positions? 👇