As we track our progress and put our fundamental research to work, it is time for our first update. The portfolio has seen some solid early traction, and we are putting a portion of our cash buffer to work by initiating a new position in a highly specialized, vertically integrated aerospace compounder.

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The core philosophy of this publication has always been about identifying high-quality businesses with strong competitive advantages, structural tailwinds, and the capacity to compound capital over the long term. Today, we are taking the next logical step by launching a transparency-focused tracking portfolio to back up our research with real, measurable allocations.

The Portfolio Strategy & Structure

This portfolio begins with a baseline of $10,000. The goal is not to chase short-term momentum or day-trade macro volatility. Instead, this space will serve as a practical application of my deep-dives, focusing on asymmetric risk-reward profiles, under-followed mid-caps, and generational compounders.

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2025 Review & 2026 Strategy

• 2025 Performance: Delivered a 55.05% return, significantly outperforming the S&P 500 (+16.64%) and Nasdaq 100 (+20.4%).

• The “Big Win”: A high-conviction 50%+ allocation to Nintendo (NTDOY), exited in September with a >50% realized gain.

• Lessons Learned: Missing the re-entry on Alphabet (GOOGL) highlighted the need for better capital re-allocation systems after scaling out of massive winners.

• The 2026 Core: Entering the year with a more structured portfolio led by Cellebrite (CLBT) at 22.3%, followed by Mastercard (MA) and Amazon (AMZN).

• Key Theme: Owning “mispriced best-of-breed assets” with a focus on AI infrastructure, autonomous logistics, and digital forensics.

As we close out 2025, the data tells a clear story: high-conviction investing isn't just about surviving market volatility, it’s about thriving through it. While the broader market indices have posted solid numbers, my portfolio has consistently widened the gap, delivering a 32.88% CAGR that nearly doubles the S&P 500 since inception in April 2022. By focusing on differentiated, under-valued “best-of-breed' assets rather than just tracking the crowd, I’ve turned a $100 investment into $311.77 in less than four years, outperforming by over 114%. This isn't just momentum; it's the result of a disciplined strategy that allowed me to capture the massive surges to my portfolio in 2023 and 2025. As we look toward 2026, we aren't just watching the benchmarks, we’re setting them.

In 2025 I nearly missed having my best YoY performance since the start of my investing journey. However, in 2025 I did have my largest outperformance over the benchmarks I use, the S&P500, and Nasdaq 100. In 2025 my portfolio was up 55.05% vs 16.64% for the S&P and 20.4% for the Nasdaq.

In 2025 a large portion of my outperformance can be attributed to Nintendo (NTDOY). I bought a large position more than 50% of my portfolio went into Nintendo in late 2024, and I fully exited by September with a greater than 50% realized gain.

In 2025 my biggest mistake was missing the boat on Google. Google is a stock I personally have a long history with and actually originally bought shares in December of 2022 below $100 per share. When I re-allocatted the majority of my portfolio around my Nintendo position I moved out of Google. This was half of my mistake Google should have been a company to keep in my portfolio alongside Nintendo. The other half of my mistake comes in not buying back Google during the tariff drama early this year or in the coming months to follow. During the height of the tariff drama I was buying Amazon heavily, (which had very solid returns and is one of my top picks going into next year) with any portion of my portfolio not in Nintendo, and then over the coming months I started to scale entirely out of my Nintendo position. Giving me ample opportunities to buy Google.

The two primary reasons I view for not me not owning Google in 2025 are:

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