My Portfolio

As of October 21, 2025

As of October 21, 2025, I hold 7 positions in my portfolio consisting of the following allocations:

Graphics via my verified portfolio on Blossom Social | @jacobb

Google

• Cost basis: $165.34

  • Total Return: +55.32%

Amazon

• Cost basis: $176.11

  • Total Return: +23.18%

Cash and equivalents

• Weighting: 13.6%

Shopify

• Cost basis: CA$80.29 / US$57.99

  • Total Return: +188.15%

MercadoLibre

• Cost basis: $1,682.24

  • Total Return: +24.83%

Uber

• Cost basis: $69.40

  • Total Return: +35.3%

Brookfield

• Cost basis: CA$83.18 / US$60.08

  • Total Return: +14.17%

American Express

• Cost basis: $233.45

  • Total Return: +50.13%

I have made no trades in my portfolio over the past 3 months.

My current watchlist (alphabetical order):

1. Adobe (ADBE)

2. Applovin (APP)

3. ASML (ASML)

4. Axon Industries (AXON)

5. Booking Holdings (BKNG)

6. Constellation Software (CSU)

7. Crowdstrike (CRWD)

8. Datadog (DDOG)

9. Decartes Systems (DSG)

10. Dollarama (DOL)

11. Ferarri (RACE)

12. Figma (FIG)

13. Fortinet (FTNT)

14. GFL Environmental (GFL)

15. Interactive Brokers (IBKR)

16. Intuitive Surgical (ISRG)

17. Kelly Partners Group (KPGHF)

18. Mastercard (MA)

19. McKesson (MCK)

20. Meta (META)

21. Microsoft (MSFT)

22. Netflix (NFLX)

23. Nintendo (NTDO)

24. Opendoor (OPEN)

25. Palantir (PLTR)

26. Pattern Group (PTRN)

27. S&P Global (SPGI)

28. ServiceNow (NOW)

29. Spotify (SPOT)

30. Sterling Infrastructure (STRL)

31. Topicus.com (TOI)

Performance

Year-to-date performance (MWR¹):

YTD money-weighted portfolio performance

Since inception (starting Jul 12, 2023):

My Portfolio: +57.73%.

• CAGR: ~22%

S&P 500: +49.49%.

• CAGR: ~19%

S&P/TSX Composite: +50.12%.

• CAGR: ~20%

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All my links

1. Money-weighted.