My Portfolio Breakdown

The stocks I own and their portfolio weighting

As the year comes to an end, I wanted to provide an update on what my current portfolio looks like.

2024 has been a very good year. YTD my portfolio is up 52.10% as of 12/20/2024.

With just under two weeks left in the year, it’s looking like this will be the 6th time in the past 8 years that my portfolio will have outperformed the S&P 500.

Here is where my portfolio stands today.