My 2025 US Portfolio Review
Hi dear readers,
It’s 30 December and there is only 1.5 trading days left for the year. If I had to use a word to describe 2025, it would be challenging. I found 2025 more difficult to manage the portfolio mainly due to the fact that the size of my portfolio continued to grow and it did not help with many macro events that happened this year testing my resolve, mettle and conviction in my holdings..
As of now, my portfolio is sitting on around a 78% YTD gain which is around a 57% outperformance against the Nasdaq benchmark. I am hoping to be able to land at 80% someway or another. If you ask me whether how I would rate my performance this year, I would give myself a B+. There were certain aspects such as timing of purchase and risk management that I felt could be further optimised but nonetheless still thankful for a relatively okay year..
With reference to photos 3 and 4, it shows my current positions and my average prices. I did not purchase any stocks in Dec as I wanted to keep some dry powder on the side to deploy when opportunities surface.
So what I do in 2026? I will continue to stick to the following principles that have served me well thus far
1. Continue to hold onto quality companies and buy as and when there are dips
2. Possible rotation of underperforming stocks in my portfolio in new opportunities
3. Not reacting emotionally to the the market movements which is much easier said then done
4. Always zoom out
Anyway, that’s all from me. I hope 2025 has been good for you too in all aspects and may 2026 be an even better year for you! Stay safe and till the next time
78% gain is crazy