Investment Portfolio

Below are my current investment holdings.

Note: this is for transparency purposes only and is not investment advice.
If you're looking for investor resources check out the Reading List and filter by Investing.
If you're broke you probably shouldn't be investing in the S&P500, you should be investing in the S&ME500. Invest in yourself. No one can take your skills away from you and it significantly increases your earning power. Don't make the same mistakes I did: if you don't have $100k+ or if you're not earning at least $10k/mo you're wasting time playing investor. A 50% return on $3000 is only $1500... it doesn't change your life in any meaningful way, but growing your income 50% absolutely does.

You can view my previous thoughts on building f*** you wealth here.

I've been a fan of Warren Buffett and wannabe pro investor ever since I was 12.

For a while, I bought whatever stocks seemed interesting or popular. Some went up, some didn't. I felt like I was doing a lot because of all the complexity but in reality I didn't learn much. I later learned that it's easy to hide in complexity because it feels safer. When you do something simple, you have nowhere to hide.

In 2013, I decided to go deeper. I spent nearly three years studying public market investing like a craft. I read everything Warren Buffett and Charlie Munger have ever written or recommended ranging from fund letters, memos, filings, and presentations, to books like Security Analysis 6th edition, The Intelligent Investor, One Up on Wall Street etc. I wanted to understand how the best investors think, make decisions, build conviction, and handle their own psychology.

This led me down a rabbit hole of studying a wide range of investors like Bill Ackman, Nick Sleep, Li Lu, Monish Pabrai, Bill Miller, Rick Guerin, Doug Leone, Chase Coleman, Cliff Sosin etc. I noticed that many of the world's best investors weren't buying fifty or a hundred different stocks. They were running concentrated portfolios often with 10-30% of their fund in each position. They understood each company like a founder understands their business.

That gave me a blueprint.

To simplify my portfolio into high conviction names while still ensuring broad market diversification for me and my family.

Here is how I now think about my own investment portfolio:

1. Reserves: I hold index funds (VOO/VFV, SCHG, QQQ, XEQT) and Berkshire Hathaway to cover my basic living expenses. I could sell 4-5% a year to fund my life. I don't think about this part of the portfolio.
2. Lifetime Portfolio: Warren Buffett talked about a "20-punch rule" where investors would be way better off if they received a 20 slot punch card and every time you made a financial decision you used up a punch. Once you use up a punch it's gone for life. He said that you probably would not even use up all 20 punches over your lifetime since you would think long and hard about each decision. I only add something to this portfolio if I genuinely believe I could hold this for life or 10-20 years minimum.
3. Everything Else: Crypto, real estate, speculative small cap stocks, the odd angel investment etc. I don't track this closely as it's for fun, not returns.

I only focus on the "lifetime portfolio". This is where I'm trying to develop an edge and compound uninterrupted for the long term.

Here are my current holdings as of Friday June 12, 2026.

Lifetime Portfolio Holdings

I treat this like my own fund. I hold 5-20 stocks where I have deep conviction. If I'm wrong, I'll survive. If I'm right, it moves the needle. Other names I would love to hold once they go public (assuming the price made sense) include Anthropic, Anduril, Stripe, Revolut, and Bytedance.

Watchlist & Past Holdings

I used to have a much more complex portfolio. Here are some of the names that I previously owned or are currently on my watchlist.