Wpr101's April 2025 portfolio review

[wpr101]

Hey all, here is my portfolio review for April 2025. I’ve included timestamps in the video description if people want to jump around to specific stocks, allocations, or newly researched companies.

I am looking to keep the companies I researched list to companies I am keeping an eye on or on the fence about starting a position. This month was fairly fruitful finding six new names with potential.

Heads up that I may link a few more videos next week if there are some promising earnings coming out.

April 2025 portfolio review

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One newer company I am invested in is Sezzle (SEZL), which I believe is a good fit for Saul style investing. Here is a video introduction on the company,

Sezzle SEZL Introduction

[WillO2028]

Hi WPR101,

I really appreciated your zooming out this month, specifically how Macro taught you some lessons. I used it to inspire the following. I’m hijacking your thread here a little. I’m hope no one deviates from the content you’ve provided here too much.

Looking at artificial time frames is usually of very little relevance. I’ll be straw-manning wpr101s wisdom he gained from his personal experience by my selecting all time highs and lows, for me. This is likely to have little comparative value for anyone else, except perhaps in viewing the following exercise it may be possible to gain some added confidence to what he’s pointed out in his portfolio review here, reguarding use of Macro and perhaps furthering the use of story, in addition to numbers.

Macro:

Have I learned anything?

1st a little from the past …

My all time high(ATH) was on Nov 2, 2021. That was 50% higher than on 8/2/2021, just 3 months!!! And I didn’t take out cash​:exploding_head:)!!!!!!!!! … ok I see some greed, on my part, here.My portfolio $ amount low, following this high, was 12 months after this.

Compare this to now

Jan 2025 my $ amount in my portfolio was the highest it’d been in three years, 10% of my ATH. Looking at the prior 3 months to this recent high, I saw a gain of 30% in those prior 3months. Inside of those 3 months prior to this high, many people took out cash, trying to guess (accurately) some real Macro BS. They got out and missed this 30% gain and had to hold for the most volatile time in the US Stock market, in the last 50 years. And they had to guess a bottom to get back in to this volatile Market … ok I believe I made the better choice in this case. !

We’ll see?

Ok … now the present…

April 4, 2025

Tesla 36.38%

Nvidia 29.33%

Pure. storage 9.09%

Sevice Now 8.85%

Applovin 8.25%

Snowflake 7.05%

Biostem 1.05%

this above is the lowest my portfolio $ amount has been in 12 months, despite amazing business stories in the companies in my portfolio.

… and even some scary macro; but nonetheless, where the portfolio should see some benefit

Nonetheless due to major Macro, in this case Tariffs (IMO)I’m at a 12 month low now?

Live by the sword. Die by the sword: I owned this 12 months ago.

April 30, 2024

Tesla 31.93%

Nvidia 21.75%

Snowflake 14.11%

Cloudflare 12.85%

Pure Storage 11.31%

Samsara 8.06%

One last data point that’s a bit interesting to me, is what I owned at my recent high (for the last three years). I’d been up 78% over the 12 months prior, with very little change in the companies within during that time.

Content of portfolio, at recent high

January 31,2025

Tesla 34.98%

Nvidia 32.18%

Service Now 17.61%

Pure Storage 17.61%

Zscaler 3.50%

My lesson here is this …
If I were to consider Macro at all, in this case predicting middle term 12 -18 months of Tariff effects, I’d say hopefully tariffs are countered substantially from deflationary effects of AI. Service Now, Meta, and Microsoft guided up this week.

Nonetheless, I know I am unable to predict share prices, how the market will view macro.

Hope I didn’t waist anyone’s time with this. Thanks to everyone for allowing this space to write things out to get more clear minded in this very difficult subject of investing.

Best

Jason

[FoolishJeff]

I don’t think anyone can really argue with NVDA and TESLA long term. Optimus is really the most exciting thing that may be 3-5 years away. The TAM is only the entire global labor market. For Tesla shareholders, I think its very positive that Elon will be spending more time running Tesla. Every CEO owes it to its shareholders to be full-time.

I’m excited about APP next week. GOOG, META, and RDDT posted strong results so it looks like ad spend is robust, which should bode well for APP. Excited to see how the e-commerce rollout is going.

I don’t try to time the market, but I do trim when I feel a company is highly over-valued and do add some cash, gold, etc when I feel there is a lot of Potholes coming up. Really no right or wrong way to deal with Macro, just try to buy the best and do whatever makes you sleep well at night.

I always try to remember these words of wisdom “far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in the corrections themselves” - Peter Lynch

[Graydrake]

Optimus - are you talking about NVDA’s technology or TSLA’s humanoid robot?

Gray

[FoolishJeff]

I’m talking about Tesla’s Optimus humanoid robots. Chris Camillo and the Dumb Money guys have done lots of great episodes about it if you are looking for more details. Chris is invested in a couple of private humanoid companies so it is really a passion of his.

[Graydrake]

WPR

I appreciate the time spent in your video, and I find them far more enjoyable than reading the published data.

On the negative side, however, I find the published monthly reports to be a more functionally positive contribution to my personal investing decisions. I review all monthly portfolio updates as they are published and to make them really effective, I must return to them time to time to reach meaningful conclusions. For me personally, this process is more consuming and less effective with a video.

I hope you take this as a constructive comment and not a negative criticism and thank you for your contributions to this Community.

Gray

[FoolishJeff]

@wpr101 I enjoy your videos and thorough insights but I too would enjoy a standard write up more. It would be much easier to navigate and come back to for further reference.

Respectfully,

Jeff

[buynholdisdead]

@wpr101 I will take it in whatever format you choose. Thank you for your time.