Here is a breakdown of my trading portfolio.
This is not financial advice.
The closing prices are for April 30th, 2025.
I had a 27% cash position at the end of this month. 20% of my buys were made on April 30th.
The allocation % are close approximations. The prices however are exact.
Find all the details of this challenge here.
Find all the portfolio updates here.
Portfolio Update: April 30th, 2025
| Ticker | Allocation % | Average Cost ($) | Closing Price ($) | % Gain |
|---|---|---|---|---|
| Individual Stocks | ||||
| TSLA | 10% | 244.30 | 282.16 | 15.49% |
| SOFI | 3% | 12.45 | 12.51 | 0.48% |
| GOOG | 2% | 159.15 | 160.89 | 1.09% |
| AMZN | 2% | 180.45 | 184.42 | 2.20% |
| RKLB | 2% | 21.36 | 21.79 | 2.01% |
| OSCR | 2% | 12.76 | 13.01 | 1.96% |
| Crypto-Related Stocks | ||||
| COIN | 10% | 191.40 | 202.89 | 6.00% |
| HOOD | 6% | 46.00 | 49.11 | 6.76% |
| MSTR | 2% | 371.94 | 380.11 | 2.20% |
| Bitcoin Miners | ||||
| HIVE | 4% | 1.63 | 1.69 | 3.68% |
| RIOT | 4% | 7.30 | 7.24 | -0.82% |
| CIFR | 4% | 2.77 | 2.85 | 2.89% |
| IREN | 4% | 6.03 | 6.11 | 1.33% |
| MARA | 4% | 13.48 | 13.37 | -0.82% |
| CLSK | 3% | 8.08 | 8.17 | 1.11% |
| BTDR | 2% | 9.56 | 9.57 | 0.10% |
| Stocks That Look to Have Bottomed | ||||
| INZY | 3% | 1.02 | 1.15 | 12.75% |
| LABU | 3% | 52.20 | 60.63 | 16.15% |
| BIVI | 2% | 0.85 | 0.8177 | -3.80% |
| ENPH | 1% | 45.78 | 44.59 | -2.60% |
Portfolio Gains (as of April 30, 2025): 3.58%
Definition: This is the total percentage increase of the portfolio’s value from the starting capital to the current value. It accounts for the performance of all investments (stocks) and the cash portion, weighted by their allocation.
Note on Allocation Timing: It took me most of April to allocate the 73% of my portfolio to stocks, with 20% of my buys happening on April 30th. This means many of my positions had little time to grow, which is another reason Tesla’s 26.08% gain outpaced my portfolio this month. I’m excited to see how my stocks perform over the next few months!
Simple Average Return: This is the average gain of all my stock picks, where each stock counts equally, no matter how much I invested in it. It shows how my individual stock choices performed on average. For this month, my Simple Average Return is 3.40%.
Weighted Average Return: This is the average gain of my stock picks, weighted by how much of my portfolio is invested in each stock. It shows how my investment choices, based on the size of each position, impacted my performance. For this month, my Weighted Average Return is 3.73%.
Tesla Comparison: Part of this challenge is to see if I can outperform Tesla by the end of the year. From April 7 to April 30, Tesla’s stock price rose from $223.78 to $282.16, a 26.08% gain. My portfolio gained 3.58% this month, so Tesla took the lead for now, but there’s plenty of time left in the challenge!
Note on Allocation Percentages: The allocation percentages I share are approximations. For example purposes, if my account had a starting balance of $50,000, a $500 investment would be 1% of my portfolio. So, if I spend $450 on a stock, I round that to 1%. This rounding helps keep things simple but means the percentages aren’t exact.
