Individual Stock Investing

I asked ChatGPT to analyze this portfolio and this is the response and recommendations. Snapshot (25-Oct-2025) Age 3.59 yrs | Total A$42,004.69 (Holdings A$41,000.21 + Cash A$1,004.48) Net deposits A$12,255.10 | Cost basis A$27,472.24 Unrealized +A$13,527.97 (+49.24%) | Realized +A$21,168.17 | Dividends A$1,045.87 Total return vs net deposits ~+87.2% | XIRR ~30.07% Benchmarks since start: SPY ~12.1%, QQQ ~16.5% Recent activity (Jul–Oct 2025) 31 Jul: Closed META at +315.06% pr

Highlights CAGR (XIRR): 28.67% since 22-Mar-2022 — handily ahead of broad US ETFs over the same span: SPY 11.54%, QQQ 15.35% (outperformance vs. SPY +17.13 pts, vs. QQQ +13.32 pts). Unrealized P/L: AU$10,385.77 (+39.48% on current positions) Realized P/L: AU$25,559.14 Dividends collected: AU$988.38 Current value: AU$56,812.70 (Equities AU$36,692.15 | Cash AU$20,120.55 ~35.4%) Recent activity 31 Jul 2025: Closed META at +315.06% Profit (CAGR ~53.88%) 21 Aug 2025: Closed FAST a

This LIVE account was created as part of the Retironaryo-sponsored “Small Group Stock Investing Tutorial” conducted late last year. Portfolio Age: 6.57 months Total Return: 29.01% Estimated Compound Annual Growth Rate (CAGR): 95.03% Strategy: Buy and Hold (No stocks have been sold since inception) Portfolio Update Narrative I’ve decided not to add more funds to this account so I can focus on building my main brokerage portfolio. Instead, this account will be allowed to grow o

Despite the impact of Trump’s tariff policies, this portfolio has managed to sustain a strong compound annual growth rate (CAGR) of 35.89%, significantly outperforming market benchmarks. While the portfolio receives some dividends, the majority of its returns are driven by capital appreciation. In March of this year, I made the strategic decision to sell Agilent Technologies (A), The Hershey Company (HSY), and The Toro Company (TTC). This move was aimed at increasing cash res

In this episode we review the retirement plan of our daughter Jana, who has graciously allowed us to look at her actual portfolio and earnings to date. We will find out whether she is on track in terms of her retirement goal. We analyse the performance of her portfolio against factors such as the S&P 500 and the CAGR. Let's see if she is on track! Timestamps 0:00 Intro 2:58 Disclaimer 3:44 Greetings and Shout Outs 4:54 Outline 5:39 Risk Capacity in March 2022 7:54 Target Fund

In this episode we share one of our very own stock portfolio and share with you how it performed for one year. This is to demonstrate that we are really also on our very own journey towards retiring as millionaire. This case study is actually one of our kid's stocks. We are fully transparent in sharing with you one of our children's journey and how much we expect the funds to grow until retirement. See our stocks in action -- please watch our video! Like, share and subscribe