Q4 25 update

Q4 2025 Update — The Second Half ($564,000)

In Q3, the portfolio was hovering just under the half-million mark. As we close out the year, market tailwinds helped push the total to $564,000, up from $499,700.

I am starting 2026 in a stronger position than any year prior. The last few years were primarily about laying groundwork. Crossing the $500k threshold signals the end of that phase and the start of the second half of the journey to $1M.

📈 Investments

My portfolio remains concentrated on two companies with distinct structural advantages:

• Google: My conviction rests on full-stack dominance: deep AI integration across Search, YouTube, and Cloud (GCP) drives resilient revenue, while owning custom silicon (TPUs) allows them to scale Gemini with superior efficiency and margins compared to the competition.
• Uber: Rather than being displaced by autonomous vehicles, Uber is positioning itself as the high-margin demand layer for them, while boosting profitability through advertising and membership stickiness.

🧩 The Hidden Asset

Next quarter, I will receive my first stock grant from my current company.

For transparency, I am continuing to value this at $0 in my net worth tracking. It is illiquid and high-risk. However, I’m working with a strong team on a problem that matters. If we execute well, there is a possibility for a significant upside—potentially a multi-million dollar outcome—but for now, it represents an exciting professional challenge rather than money in the bank.

🔭 2026: The Year of Scale

If the last few years were about building the base, 2026 is about Scale.

With the major life hurdles behind me, I have more capacity to focus on growing the asset base.

The goal for 2026 is to add $200,000 to the net worth. This is an ambitious target that requires the market to cooperate, but the plan is simple: maximize income, minimize unforced errors, and let compounding do its work.

Onward.