Portfolio Updates

January Portfolio Update & Earnings Reflections

META, UBER, GOOG

Feb 7

2025 Portfolio Review: Top Convictions, Top Picks for 2026 - Part 2

Top picks for 2026, Top Convictions and Company updates.

Jan 6 • Manu Invests

2025 Portfolio Review: Returns, Positions, and Strategy for the Year Ahead - Part 1

A look at last year's performance, my current high-conviction holdings, and ideas for 2026.

Jan 4 • Manu Invests

November Portfolio Review: Returns & Position Updates

Free Example of Monthly Portfolio Review and Paid Content + Insights into all holdings

Dec 5, 2025 • Manu Invests

September Portfolio Review: Part One

Beating the market by 30.60%

Oct 6, 2025 • Manu Invests

May Portfolio Review

Beating the market by 22%

Jun 7, 2025 • Manu Invests

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