Investment Portfolio

Below are my current investment holdings.  

Note: this is for transparency purposes only and is not investment advice.
If you're looking for investor resources check out the Reading List and filter by Investing.
If you're broke you probably shouldn't be investing in the S&P500, you should be investing in the S&ME500. Invest in yourself. No one can take your skills away from you and it significantly increases your earning power. Don't make the same mistakes I did: if you don't have $100k+ or if you're not earning at least $10k/mo you're wasting time playing investor. 50% on $3k is only $1500... it doesn't change your life in any meaningful way, but growing your income 50% can.

You can view my previous thoughts on building f&ck you wealth here.
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I've been a fan of Warren Buffett and wannabe pro investor ever since I was 12.

For a while, I bought whatever stocks seemed interesting or popular. Some went up, some didn't. I felt like I was doing a lot because of all the complexity but in reality I didn’t learn much. I later learned that it’s easy to hide in complexity because it feels safer. When you do something simple, you have nowhere to hide.

In 2013, I decided to go deeper. I spent nearly three years studying public market investing like a craft. I read everything Warren Buffett and Charlie Munger have ever written or recommended ranging from fund letters, memos, filings, and presentations, to books like Security Analysis 6th edition, The Intelligent Investor, One Up on Wall Street etc. I wanted to understand how the best investors think, make decisions, build conviction, and handle their own psychology.

This led me down a rabbit hole of studying a wide range of investors like Bill Ackman, Nick Sleep, Li Lu, Monish Pabrai, Bill Miller, Rick Guerin, Doug Leone, Chase Coleman, Cliff Sosin etc. I noticed that many of the world's best investors weren’t buying fifty or a hundred different stocks. They were running concentrated portfolios often with 15-30% of their fund in each position. They understood each company like a founder understands their business. 

That gave me a blueprint.

To simplify my portfolio into high conviction names while still ensuring broad market diversification for me and my family.

Here is how I now think of my own investment portfolio:

1. Reserves: I hold index funds (VFV/VOO, SCHG, XEQT) to cover my basic living expenses. I could sell 4-5% a year to fund my life. I don’t think about this part of the portfolio.

2. Working Portfolio: I treat this like my own fund. I hold 3-9 stocks where I have deep conviction. If I'm wrong, I'll survive. If I’m right, it significantly moves the needle. I try to move ~20% of any realized profits into my reserves to increase my family's lifestyle + long term safety net and to ensure I never need to be an involuntarily seller in my working portfolio.

3. Everything Else: Real estate, crypto, the odd angel investment etc. I don’t track this closely as it's for fun, not returns.

I only focus on the working portfolio. This is where I’m trying to develop an edge and compound relatively uniterrupted for the long term.

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Here are my current holdings as of November 21, 2025.