Portfolio Update 02/15/2025 - Surprisingly Resilient 🧗🏻‍♂️

Even with all the economic & geopolitical uncertainties

Hey everyone, welcome back to another portfolio update! This past month, my portfolio inched up by 2.2%—a respectable gain, even though our old friend SPY managed to post a slightly higher 2.85%. But hey, green is green, especially when the global stage seems to be throwing curveballs left and right.

Check out the screenshots above, and you’ll notice a new “Taxable” label in the top-left corner. That’s part of my behind-the-scenes work on QuantMage to support IRA accounts—so if you’ve been waiting for retirement-friendly features, stay tuned!

As for performance, my portfolio is finally digging itself out of the drawdown it’s been in since reaching its all-time high last July. I’ve got my fingers crossed that we’ll see even stronger numbers in next month’s update.🤞