Portfolio Updates Link or (Just DM): https://timelapsetrader.gumroad.com/l/Aug25PortfolioUpdate
I post weekly portfolio changes, monthly performance snapshots, and quick notes on thesis shifts. Expect: buys/sells with reasons, risk notes, and MoM/YTD progress. Not financial advice.
Welcome!✌️
I've been contributing to these two portfolios since Aug 2 2019. I am very fortunate to be in this position, and I clearly see the Golden Path. My path is different than others. I plan be invested in many years to come.
Happy Trading! ✌️
I've been contributing to these two portfolios since Aug 2 2019. I am very fortunate to be in this position, and I clearly see the Golden Path. My path is different than others. I plan be invested in many years to come.
Happy Trading! ✌️
Finally added all of my stocks in one single page.. So far, Both portfolio are up +14% Year To Date(YTD).
Added $11K YTD
Market Gained $8.5K YTD
Dividends Gained $500 YTD
Both Portfolios are doing great so far..
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#wealthbuilding #valueinvesting
Finally added all of my stocks in one single page.. So far, Both portfolio are up +14% Year To Date(YTD).
Added $11K YTD
Market Gained $8.5K YTD
Dividends Gained $500 YTD
Both Portfolios are doing great so far..
✌️
#wealthbuilding #valueinvesting
Passive Income Portfolio: Over $700 was added to $AMZN and $GOOG
Peace and Love Portfolio: Over $900 was added to $CPRT and $DUOL
#portfolioUpdate #MonthlyUpdate #ValueInvesting #dataroma
Passive Income Portfolio: Over $700 was added to $AMZN and $GOOG
Peace and Love Portfolio: Over $900 was added to $CPRT and $DUOL
#portfolioUpdate #MonthlyUpdate #ValueInvesting #dataroma
Thank you again for making it this far in my journey. This month of October 2025, I've been buying and cannot stop buying and why:
$GOOG - Quantum Computing
$AMZN - Robotics and Long Term Upside
$SPGI - Cheap
$CPRT - Cheap
$DOUL - Cheap
$FLUT - Cheap
#PortfolioUpdate
Thank you again for making it this far in my journey. This month of October 2025, I've been buying and cannot stop buying and why:
$GOOG - Quantum Computing
$AMZN - Robotics and Long Term Upside
$SPGI - Cheap
$CPRT - Cheap
$DOUL - Cheap
$FLUT - Cheap
#PortfolioUpdate
Total Value: $22,938
Unrealized Gain: +38.37% (+$6,361)
A few lagging behind, but that’s part of the balance.
Every gain started red once. Holding steady, compounding quietly.
👉 How’s your portfolio doing this month?
#PortfolioUpdate
Total Value: $22,938
Unrealized Gain: +38.37% (+$6,361)
A few lagging behind, but that’s part of the balance.
Every gain started red once. Holding steady, compounding quietly.
👉 How’s your portfolio doing this month?
#PortfolioUpdate
Insider trading activity — not the illegal kind, but legal insider buying/selling by executives.
When insiders start buying their own stock after a pullback, it usually says one thing: they think it’s undervalued.
Do you track insider moves before #investing, or just focus on fundamentals?
Insider trading activity — not the illegal kind, but legal insider buying/selling by executives.
When insiders start buying their own stock after a pullback, it usually says one thing: they think it’s undervalued.
Do you track insider moves before #investing, or just focus on fundamentals?
KPIs can help determine whether the stock price is valid or not. For example: $AMZN (Amazon) has Advertising/AWS/Subscriptions/Robotaxi/etc.
When KPIs are growing but the stock price is discounted, then I will either HOLD or BUY.
"Weight over Price"
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KPIs can help determine whether the stock price is valid or not. For example: $AMZN (Amazon) has Advertising/AWS/Subscriptions/Robotaxi/etc.
When KPIs are growing but the stock price is discounted, then I will either HOLD or BUY.
"Weight over Price"
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To give some context, FICO stock has been beaten down this year (Lowest: $1300). I always love a great underdog story.. I used my SCHD shares to buy up as many as I can.
Currently:
Average Share Price -> $1608
Target Price for this year is still $2000.
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To give some context, FICO stock has been beaten down this year (Lowest: $1300). I always love a great underdog story.. I used my SCHD shares to buy up as many as I can.
Currently:
Average Share Price -> $1608
Target Price for this year is still $2000.
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SCHG - US Based Growth Based ETF
SCHD - US Based Dividend EFT
✌️ That's it. I hope that helps. Happy Holding :)
#DividendStocks #Investing
SCHG - US Based Growth Based ETF
SCHD - US Based Dividend EFT
✌️ That's it. I hope that helps. Happy Holding :)
#DividendStocks #Investing
October is already lining up $49.21 in payouts:
$VICI — $28.82 🎰
$NKE — $18.76 👟
$CRM — $1.63 ☁️
That’s $49 back into my pocket just for holding these names.
👉 Who paid you this month?”
#DividendStocks #Investing
October is already lining up $49.21 in payouts:
$VICI — $28.82 🎰
$NKE — $18.76 👟
$CRM — $1.63 ☁️
That’s $49 back into my pocket just for holding these names.
👉 Who paid you this month?”
#DividendStocks #Investing
$COST has paid a special dividend 4 times since 2012, the last one a $15/share payout.
That’s why I like keeping it in my portfolio — steady growth + surprise rewards.
👉 Do you hold any stock that surprises you with dividends?
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$COST has paid a special dividend 4 times since 2012, the last one a $15/share payout.
That’s why I like keeping it in my portfolio — steady growth + surprise rewards.
👉 Do you hold any stock that surprises you with dividends?
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COPART ($CPRT) is a Global online-auctions and vehicle remarketing services. It's boring right? Nope, the fundamentals and its numbers says it all.
✅ NO DEBT
✅ Diverse Revenue Streams
✅ Price to Earnings: 28.5
✅ Free Cash Flow Yield: 2.8%
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#Investing
COPART ($CPRT) is a Global online-auctions and vehicle remarketing services. It's boring right? Nope, the fundamentals and its numbers says it all.
✅ NO DEBT
✅ Diverse Revenue Streams
✅ Price to Earnings: 28.5
✅ Free Cash Flow Yield: 2.8%
✌️
#Investing
Not every stock in my portfolio is flying happy — some are in the red right now:
$NKE (–12%) 👟
$SFM (–9%) 🥦
$SPGI (–8%) 📊
$FICO (–4%) 📈
$CRM (–2%) ☁️
Sometimes the laggards today become the leaders tomorrow.
👉 Which one do you think I'll be buying this week?
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#Investing
Not every stock in my portfolio is flying happy — some are in the red right now:
$NKE (–12%) 👟
$SFM (–9%) 🥦
$SPGI (–8%) 📊
$FICO (–4%) 📈
$CRM (–2%) ☁️
Sometimes the laggards today become the leaders tomorrow.
👉 Which one do you think I'll be buying this week?
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#Investing
Some hustle, some comfort — balance is everything.
#Investing
#Stocks
#MondayVibes
Some hustle, some comfort — balance is everything.
#Investing
#Stocks
#MondayVibes
$ASML → +34% 🚀
$AAPL → +83% 🍏
$AMZN → +2% 📦 (long game)
$GOOG → +40% 🤖
$MSFT → +92% 💻
Mix of tech giants + growth plays keeping the portfolio steady.
👉 Which one would you add today if you had $1,000?
#PassiveIncome
$ASML → +34% 🚀
$AAPL → +83% 🍏
$AMZN → +2% 📦 (long game)
$GOOG → +40% 🤖
$MSFT → +92% 💻
Mix of tech giants + growth plays keeping the portfolio steady.
👉 Which one would you add today if you had $1,000?
#PassiveIncome
For any happy traders out there, start with UnderValued stocks: 1) $TXRH- $161 (Texas Roadhouse)
2) $SPGI- $492 (S&P Global Inc)
3) $CRM - $244 (Salesforce)
Bonus: $SBUX
Have a great week! #passiveincome
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For any happy traders out there, start with UnderValued stocks: 1) $TXRH- $161 (Texas Roadhouse)
2) $SPGI- $492 (S&P Global Inc)
3) $CRM - $244 (Salesforce)
Bonus: $SBUX
Have a great week! #passiveincome
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✅ This stock is not American-Based.
✅ Leaders in Extreme Ultraviolet (EUV) lithography machines
✅ AVG 1.3% on Buybacks YoY for the last 5 years
✅ Stock is over 40% growth YTD.
#PassiveIncome $ASML
✅ This stock is not American-Based.
✅ Leaders in Extreme Ultraviolet (EUV) lithography machines
✅ AVG 1.3% on Buybacks YoY for the last 5 years
✅ Stock is over 40% growth YTD.
#PassiveIncome $ASML
Undervalued (UV) ->Google v DOJ is being us, Google won. Chrome will not be broken up, Search is untouchable. Waymo is expanding, Cloud RPO is growing.
PE Ratio ->Today, $GOOG is around 23-24, while AMZN/NVDA, ORCL are all above 30s.
Price Target: $400
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Undervalued (UV) ->Google v DOJ is being us, Google won. Chrome will not be broken up, Search is untouchable. Waymo is expanding, Cloud RPO is growing.
PE Ratio ->Today, $GOOG is around 23-24, while AMZN/NVDA, ORCL are all above 30s.
Price Target: $400
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This is my 2nd Portfolio Dataroma, let's take a peek into which stocks I am buying and selling. I sold MNST and OKLO. Remember, do not follow my stock picks just because. This portfolio is super aggressive which is outperforming the entire Market.
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This is my 2nd Portfolio Dataroma, let's take a peek into which stocks I am buying and selling. I sold MNST and OKLO. Remember, do not follow my stock picks just because. This portfolio is super aggressive which is outperforming the entire Market.
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We (humans) have tendency to be emotional specifically during a downturn. In order to be happy, just focus on the fundamentals of your stock pick. If the revenue, or cash flow or the MOAT is the same, just know that you're buying the stock at a cheaper price.
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We (humans) have tendency to be emotional specifically during a downturn. In order to be happy, just focus on the fundamentals of your stock pick. If the revenue, or cash flow or the MOAT is the same, just know that you're buying the stock at a cheaper price.
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I only sell stocks that are not growing, or the fundamentals have changed. I am human, so I do tend to be bias at times. For example.. $MNST and $OKLO, The stock price does not represent their growth or fundamentals. This is a double edge sword, be reasonable, do your research.
I only sell stocks that are not growing, or the fundamentals have changed. I am human, so I do tend to be bias at times. For example.. $MNST and $OKLO, The stock price does not represent their growth or fundamentals. This is a double edge sword, be reasonable, do your research.
For any happy traders out there, start with these Dividend Focused stocks:
1) $SCHD - $27 (Schwab U.S. Dividend Equity ETF)
2) $VICI - $33 (VICI Properties Inc.)
3) $OXY - $45 (Occidental Petroleum Corporation)
Have a great weekend!
#passiveincome
For any happy traders out there, start with these Dividend Focused stocks:
1) $SCHD - $27 (Schwab U.S. Dividend Equity ETF)
2) $VICI - $33 (VICI Properties Inc.)
3) $OXY - $45 (Occidental Petroleum Corporation)
Have a great weekend!
#passiveincome
That is correct. Google has won their battle on AntiTrust which propelled the stock to all time highs. I've been buying up $GOOG this year, and it paid off. If you're interested about my August Portfolio Report, Follow me, I'll release it soon. #Google
That is correct. Google has won their battle on AntiTrust which propelled the stock to all time highs. I've been buying up $GOOG this year, and it paid off. If you're interested about my August Portfolio Report, Follow me, I'll release it soon. #Google
There are multiple trading strategies you'll find out there. Financial Gurus will influence you to take part on short-trading/day trading, or even long-term "buy and hold". I am not here to influence you on specific strategies. Want to know which stocks I've picked, follow me.
There are multiple trading strategies you'll find out there. Financial Gurus will influence you to take part on short-trading/day trading, or even long-term "buy and hold". I am not here to influence you on specific strategies. Want to know which stocks I've picked, follow me.
To grow your stock portfolio, you must contribute money. If you'd like to automate this, check with your stock management service/platform. For me, I've started with setting aside $50 per week. When my income grows over time, I'm also growing my contribution.
To grow your stock portfolio, you must contribute money. If you'd like to automate this, check with your stock management service/platform. For me, I've started with setting aside $50 per week. When my income grows over time, I'm also growing my contribution.