April 2025 Portfolio Update
Quote, Portfolio, Complimentary Monthly Commentary, Inner Scorecard For Life & Priorities + much more ...
Quote for this month:
“Volatility is not a risk to be avoided, but an opportunity to be seized.” - John Templeton
*Portfolio*
*I am NOT a financial advisor. I’m sharing my investing journey. Not investment advice. Do your own research.*
Portfolio (Basic):
Holding since:
2020 - LKQ 0.00%↑ - 03
2021 - SFM 0.00%↑ - 03 | OPFI 0.00%↑ - 05 | VMD 0.00%↑ - 05 | SPOT 0.00%↑ - 11
2022 - MITK 0.00%↑ - 01 | WBD 0.00%↑ - 04 | $EVVTY - 09 | $NTDOY - 12
2023 - PYPL 0.00%↑ - 01 | BSM 0.00%↑ - 05 | BUR 0.00%↑ - 09
2024 - (First ???) - 01 | BKTI 0.00%↑ - 04 | BOC 0.00%↑ - 09
2025 - IAC 0.00%↑ - 01 | (Second ???) - 03 | (Third ???) - 03 | ANGI 0.00%↑ - 04
Complimentary Monthly Commentary - CMC
Just a few things to discuss…
What a difference just couple of days make.
Interesting to me that a lot of people started to share their Q1 numbers and cheering that they did “okay” (although some have been more transparent and showed that they have not been doing so good, and I personally really appreciate those) but I wanted to just show that just couple of days can make / deceive the reality vs what people show.
Where am I going with this ? IDK just thought not everyone out there as transparent as they “show to be” … some might say that about me (maybe?) but I try my best to be as transparent as in reality its possible without automation.
Moving on…
IAC spinned out ANGI so now I have shares of ANGI that I’m contemplating on selling or keeping, I been trying to sell calls on them to get some premium but with market in down move idk…
Nintendo revealed Switch 2 and I’m looking forward to getting it
I will give a bit more market / portfolio commentary in paid section.
Not really market related, but something that made my day:
I do not get a lot of notes from paid subscribers so whenever someone does a note with kind words it brightens my day! Sometimes doing these month on nonstop feels like screaming into a void… I just wanted to say thank you and messages like this make me really really happy :) with that said I cant promise anything, I’m just a guy who has a dream and a passion … a passion that gets tested by Mr Market especially on days like last week and days to come next week…
Also I been (and still am) working on a few projects with launching couple of products related to medical supplies so I been stretching myself thin a bit with everything and have not had enough time to reflect on investing or read books … also tariffs are not helping lol, but hopefully I get them to some kind of Alpha stage that I can feel proud to share with y’all.
P.S.
If you have some topics/questions/ideas that you want me to explore and give me opinion/thoughts on please do share them as I sometimes don’t really have anything to think of sharing but I do “learn a lot” and I feel like I need to somehow share the knowledge but I’m not really good at that…
Inner Scorecard For Life & Priorities
One topic that I had sitting on the side lines to share at some point was an idea of Inner Scorecard that Mr Buffett has spoken a lot about. Too many times in our lives we try to please others and by so doing something that at later point might not feel good about / regret. Inner Scorecard or Inner Moral Compass, I think is very important to understand and learn about (try to master it?), the concept really brings me back to EGO and how at times we know “whats the right thing to do” and “what feels like good to do” and they are not always the same thing, but EGO tries to be selfish and do whats best for IT and not whats best for everyone.
By no means I’m perfect (faaarrr from it) but I always have this feeling of “you gatta to do whats right, not what feels good” its not always easy and I do not always succeed, but I try. I wonder how many people actually consciously try vs just talking about it…hmmm some don’t even talk about.
I think its why books like The Power of Now by Eckhart Tolle can be so powerful, but also there are many different books/authors that discuss the same thing differently but with the same end goal in mind and I think its important for everyone (does not matter at what stage they are in in their life) to try and find that enlightenment.
I don’t have an answer / solution, I’m just bringing a menu (topic) to the table but its for you to find the right dish to be served.
Busy/Exciting Month
Next week I will be at LD Micro in NYC - April 10
Following by Las Vegas’s Planet MicroCap Showcase - April 22-24
BRK.A Annual Meeting in Omaha - May 1-5
If anyone is attending any of the above events, let me know would be awesome to meet up…
Webull Premium
For like 40 bucks a year you get:
This is not sponsorship and I’m not affiliated with Webull, I enjoy the platform and just sharing … not sure how they make money from it but they perks worth it in my opinion.
If you have Webull with substantial amount of money on it, I think its worth to take a look…
Don’t forget to ❤️ this post. It helps a lot!
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