Portfolio 1 Performance Update (as of 13 May 2025)

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 reserves and mitigating potential risks associated with the ongoing tariff tensions. TTC was sold following a downgrade of its economic moat rating from wide to narrow. HSY and A were divested due to consistent underperformance over the past three years. The total net loss from these sales amounted to $350.92. Notably, Agilent was sold at a profit, while Hershey and Toro were sold at a loss. During this period, I bought LRCX (now at 31% profit) and more NVDA.

For comparison, over the same period, the S&P 500 (SPY) and NASDAQ 100 (QQQ) posted CAGRs of 8.18% and 11.15%, respectively, highlighting the strong relative performance of this portfolio.