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: 16.35%, 2y: ?%, 3y: 21.5%, 5y: 15.13%, 10y: 14.47% annualized. (Preliminary numbers, to be adjusted from official SPY returns)
IWF returns:
2025: 17.86%, 2y: ?%, 3y: 30.7%, 5y: 16.31%, 10y: 17.81% annualized.
(Preliminary numbers, to be adjusted from official returns)
