My top (>2%) positions in no particular order: GOOGL, META, BRKB, NVDA, AAPL, IVSBF, AMZN, UBER
In: IVSBF, UBER
Out:
Fixed income: 1%
Cash: 10%
Sectors
(kinda): Insurance (BRK): 9%, Media: 0%, Banks/financials: 5%,
Stock funds: 1%, Industrial: 1%, Consumer: 4%, Medical/pharma: 3%,
Tech: 49%, Various owner-operators (not included in other categories): 3%
My returns for time periods ending December 31, 2025:
Stock accounts: 2025: 18%, 2y: 24.76%, 3y: 30.69%, 5y: 13.10%, 10y: 14.46% annualized.
For comparison SP500 returns: 2025: 17.69%, 2y: ?%, 3y: 22.84%, 5y: 14.30%, 10y: 14.67% annualized.
IWF returns: 2025: 18.34%, 2y: ?%, 3y: 30.93%, 5y: 15.13%, 10y: 17.92% annualized.
