2025 June ($55,600)
I deposit $1000/mo into a Fidelity investment account, $42,000 total since 2022. I try to pick stocks to hold until retirement.
| Fund | 1-month | 3-month | 1 Year |
|---|---|---|---|
| My Fund | 6.4% | 11% | 14.5% |
| S&P 500 | 5.1% | 10.9% | 15.2% |
| Dow Jones | 5.1% | 11.1% | 15.2% |
Another all time high for the market. My big winners this month were small holdings in ORCL (cloud +31%), CCJ (nuclear +28%), and MU AMD ON STM and SMCI (semiconductors +20-25%). My biggest losers were Toyota (-9%) and Tesla (-7%).
Bought
I only bought Nvidia this month, again, $1000 worth, which raises my holding from 0.7x to 0.9x market weight, just about parity. It’s now my second largest holding, behind Microsoft.
| # | %pos> | thismo | shrs | cost | value | $gain | %price | tkr | div-f | description | acct% | cat | area | type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2 | 33% | $949 | 24 | $ 2,791 | $ 3,792 | $ 1,001 | 36% | NVDA | 0.0% | NVIDIA CORP | 6.9% | tech | USA | sc’s |
I look smart again because NVDA went up 15% this month.
All Holdings
See the attached PDF of my holdings, it’s colorful.