Portfolio Update – September 2024

It’s been a while since I did a written portfolio update, mostly because nothing much changes month-to-month anymore (I still have monthly updates on the Instagram page). However,

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Portfolio Update – May 2024

Been a couple of month since I did a portfolio update, mostly because nothing has been changing. Bitcoin has been floating in the 65k to 70k range, and

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Portfolio Update – February 2024

Things are moving! Currently the S&P500 is at all time highs, and Bitcoin is on the verge. The public portfolio obviously has exposure to both, so our number

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Portfolio Update – October 2023 ($100k!)

It felt like markets were getting whooped in October, but we actually came out okay in the end. The big story of the month was a surge in

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Portfolio Update – September 2023

September is over! Not a very interesting month for moneybren.com though – I worked on the site for literally one or two hours all month! No – it’s

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Portfolio Update – August 2023

August has been a quiet month. I haven’t been working on the site much as I’m travelling right now and been in and out of Airbnbs. It’s not

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Portfolio Update – July 2023

Markets continue to be green and the portfolio is looking strong. As the portfolio nears $100k, I’m spending less time on “hustles” and more time on researching stocks.

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Portfolio Update – June 2023

Had a pretty cruisey June. I ran a marathon this month so haven’t been spending much time on anything biz related – most of my time has been

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Portfolio Update – May 2023

May is in the books and the portfolio continues to tick along with ups and downs. I added about $2,500 to the portfolio during May through the various

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Portfolio Update – April 2023

April was an interesting month. The markets have somewhat been in limbo with not much big movement in either direction. I love phases like this, actually. They test

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Portfolio Update – February 2023

Very short portfolio update this month as I’ve been pretty inactive. I’ve had a lot of other duties taking up my time and had hardly any time for

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Portfolio Update – January 2023

First month of 2023 is in the bag and a lot got done this month.I've spent most of my free time building out moneybren.com, and I now have

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Portfolio Update – December 2022

This month was a lot of fun. I spent most of my free time building moneybren.com and the site is coming together nicely. I finished the Start Page

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Portfolio Update – November 2022

Finally started putting some cash to work this month. Cash allocation is down from 22% to 11%. Most of it went into existing positions MCK, SUM and DSK,

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Portfolio Update – October 2022

October was another choppy month for the market. The stock portfolio took about a 5% hit. Of course this was nothing unexpected and I’m still cashed up. What

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