Portfolio Update

October 2025 Portfolio Review

My main learnings this month have been:

1) Position sizing matters more than I thought.
2) The Income Portfolio is compounding far more reliably (+50% Jan-Oct) than expected.
3) I added a new position to the portfolio. Paid subscribers have access to it, in the second part of this article.
4) The list of thing we don’t invest in should be as long as possible, the list of thing we invest in short.

Income Portfolio

The income portfolio is again beating the market. Since January, this is our performance versus the S&P500:

Our goal is to generate 5% every month over the next decade. In October we generated $16.6K out of a $176K account size. thai is a 9,43% yield after fees. Far above our conservative target of 5%. Which makes our overall plan easy to achieve:

The biggest win was adding the /ES (S&P500 Futures) to our Cash Secured Puts, as it is extremely capital efficient.

I share each trade live, with members of the Sprint Club. Goal is to accelerate each other’s journey to financial literacy and 5-7 repeatable low-risk income streams.
Our method is simple, based on 3 rules:

Compounding Portfolio

This one has been passively compounding. Boring. As it should be.
Only one addition happened, yesterday. Paid subscribers have full access, guest readers will have to upgrade here.

I have been re-reading the great Joel Greenblatt, this time I applied his lessons on position sizing fully. The assumption is we will now be able to endure bear markets better than before, as well as outperform the S&P500 during bull markets. The result:

I also reduced our investable universe even further, by elongating the list of thing we don’t invest in:

Now the part you all have been waiting for… We added ONE POSITION to our portfolio:

Become A Better Investor