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home / news releases / PM - Staying Ahead In 2025: My Portfolio Breakdown And Results - Q2 2025


PM - Staying Ahead In 2025: My Portfolio Breakdown And Results - Q2 2025

2025-05-15 07:19:09 ET

Summary

  • I started publicly sharing my portfolio in early 2025, and despite recent volatility, I outperformed the MSCI World and S&P 500.
  • My strategy involves buying high-quality business models at reasonable valuations, holding through moderate overvaluation, and selling if growth stagnates or fundamentals change significantly.
  • Recent buys include Novo Nordisk and Alphabet.
  • Recent sells include Realty Income, VICI, T. Rowe Price, UnitedHealth, and PayPal to focus on core holdings and invest in a rental property.

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For further details see:

Staying Ahead In 2025: My Portfolio Breakdown And Results - Q2 2025

Stock Information

Company Name: Philip Morris International Inc
Stock Symbol: PM
Market: NYSE
Website: pmi.com

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