Portfolio Update

July 2025 Portfolio Update

My main learnings this month have been:

1) Don’t be lazy in the Compounding Portfolio. Be very lazy.
2) The Income Portfolio is too correlated. Will learn futures trading to add uncorrelated options to it. Have hired a very experienced trader to help me with that over the next weeks.

Income Portfolio

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

Our goal is to generate 5% every month over the next decade. In May we generated $14K out of a $150K account size, June was $9K. Far above our conservative target of 5%. Which makes our overall plan easy to achieve:

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:

Before we dive into our “Coumpounding Portfolio” of high quality steady compounders, what is our definition of high quality?

Compounding Portfolio

This one has been passively compounding. Boring. As it should be.
Only one addition of $10K is planned for later today, a rare 30x opportunity:

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