Portfolio 1 – 1-Month Update (29 Oct–29 Nov 2025)

In just one month, Portfolio 1 added A$1,768.38 on a total cost of A$28,677.41 – about +4.3% for the month.

That’s more than a year’s worth of 4% dividends, earned in 30 days, without relying solely on dividend yield.

The move was driven mainly by NDQ / semiconductors (LRCX, NVDA, ASML) and healthcare names (LLY, ISRG).

ADBE, CTAS, and MSI were small drags but remain within acceptable ranges for a diversified, long-term portfolio.

Portfolio Snapshot (as of 29 Nov 2025)

• Age: 3.69 years

• Total Value: A$43,758.61

• Holdings: A$42,869.70

• Cash: A$888.91

• Net Deposits: A$13,342.59

• Cost Basis: A$28,677.41

• Unrealized P/L: +A$14,192.29 (+49.49%)

• Realized P/L: +A$21,168.17

• Dividends Received: A$1,048.31

• Total Return vs Net Deposits: ≈ +86.27%

• XIRR / CAGR since inception: ~29.75% p.a.

Buy & Sell Activity (Jul–Nov 2025)

• 31 Jul: Closed META at +315.06% (CAGR ~53.88%).

• 21 Aug: Closed FAST at +108.33% (CAGR ~26.99%).

• 26 Aug: Opened position in ASML.

• 05 Sep: Added to ISRG.

• 21 Oct: Bought CTAS.

• 10 Nov: Added MSI.

Steady, rules-based investing + quality businesses = results that compound far better than chasing “high dividend” stocks alone.

Disclaimer:

This post is for education and information only and is not personal or general financial advice. The figures shown are from my own portfolio and are historical; past performance is not a reliable indicator of future results. Returns are approximate and may not include all taxes, fees, and currency effects. Everyone’s situation is different—do your own research and consider speaking with a licensed financial adviser before making any investment decisions.