Stock Portfolio Update 26.08.2025

On January 3, 2025, I liquidated my entire portfolio for personal needs, CFA L1 exam fees and stuff.
On February 28, 2025, I re-entered the stock market, this time focusing exclusively on U.S. exchanges, with most holdings headquartered in North America (including some from Canada).
From February 28, 2025 to August 5, 2025 in a span of 170 days my portfolio achieved a gain of 15.30% in U.S. dollar terms, which translates to an annualized return of approximately %33,47. With the recent Interest cut by the Fed, I believe there might be still upward potential even though I initially thought we were approaching the peak.
