Portfolio Update

June 2025 Portfolio Update

My main learnings this year have been:

1) It’s too hard for me to just buy and hold. To accomodate for that, I run two portfolios now, a compounding one and an additional income one where I can satisfy my urge to be active.
2) Winning at compounding means big sizes. Allocations below 5% do not lead to winning the game. Build your conviction, then enter big.
3) The opposite is true when selling options, the smaller you sell, the more likely you are to win over decades. Research supporting this is shared later on in this article.
4) If I really understand a business, I can write down the investment thesis in one sentence. Before that, research is not completed.

Income Portfolio

The income portfolio started this year in January as a hedge, a protection against the downside. Goal was to add an income stream capable of generating cash under any market conditions. We started with $25K on January 2025. It worked better than expected:

Our goal is to generate 5% every month over the next decade. In my we made 10%, but let’s interpret that one as an outlier, unless it can repeat 5 times in row. We’ll conservatively expect 5% each month from here on:

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:

📒 Books that I found helpful so far are: “Trading in the zone”, “The unlucky investor’s guide to options trading” and “How I learned to trade like Tom Sosnoff and Tony Battista”.

Compounding Portfolio

Our main portfolio aims at perpetually owning a few companies with the highest quality attributes and pricing power. Here is how we define quality in the Sprint Club:

Access my complete watchlist in our community of quality growth investors.

As stated above, there is value in writing down your investment thesis per company in one sentence. Try it out if you haven’t already. Here are mine:

And here the current compounding portfolio by allocation sizes:

I plan to deploy 8,79% cash soon, and will inform Sprint Club members live as always.

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