Aug. 3 at 1:33 PM
Portfolio Update
Our challenge account has now reached
$148,514.
We started with
$50,000 in January 2025.
That's a gain of more than 197% in 18 months.
The journey hasn't been smooth, but staying disciplined and focusing on high-conviction businesses has made all the difference.
Current top holdings:
$IDXX
$PGR
$EXR
$BX
This portfolio spans multiple sectors rather than relying on a single theme.
Diversification, patience, and consistent execution have been the foundation of the results.
The goal isn't to chase every hot stock.
It's to build long-term wealth one quality investment at a time.
