Portfolio Update #3 – June 2025 (25 Year Trading Experiment)
It’s the end of Q2 2025, and 150 days into the 25-Year Trading Experiment. With plenty of market movement behind us, it’s time for the third portfolio update.
All trades are always shared live on X.com/tradergu, and the public trading dashboard is always updated with the latest trade details and up to date portfolio allocations.
Active vs Passive Portfolio
The actively managed portfolio has outperformed the passive benchmark by 💪 6.9 percentage points since inception.
- Actively Traded Portfolio: 🟢 +6.3%
- Passively Invested Portfolio: 🔴 -0.6%
Looking at the month-to-month perspective, there has been volatility in both the actively traded and the passively invested global index fund. The monthly P&L has ranged from -10% to +17% for the active trade portfolio, while the global index has ranged from -9.4% to +8.1%, which is unusually volatile for global indices.
Monthly P&L Tracker
Current Positions
I am currently in two trades, Crispr Therapeutics $CRSP and Paypal $PYPL with a total of 40% cash allocation ready to deploy when the opportunity arrives.
$Position allocation$
Trade Details
$CRSP
📌 Entry: $44.50
⛔️ SL: $30.04
💰 Target: $77
$CRSP$
$PYPL
📌 Entry: $69.95
⛔️ SL: $55.85
💰 Target: $88
$PYPL$
Realized P&L
I have realized P&L for six trades so far - Three winners, Two losing trades and one Break even.
The biggest movers being the $BABA and $TSLA trades with significant returns in the 30% to 40% range.
Realized P&L
25 Year Trading Experiment
For a full overview of the experiment’s why and how, check out my first post from January 2025.
**In short: **
- 💰 10,000 SEK (~$1000) invested monthly — split 50/50
- 🌊 Actively Traded vs 🌍 Passively Invested Global Index Fund
- 📅 Contributions on the 22nd of every month.
- 🕰 Tracking my performance from 2025 to 2050.
- 🌐 Transparency: Every trade shared publicly.
Summary
These past five months have flown by. I didn’t expect this experiment to influence my mindset so deeply, but trading publicly adds a unique layer of accountability.
There have been mistakes, but also a few big wins. One of the best parts of this journey has been sharing my process - from preparing trade reviews to writing these updates - and connecting with other traders on X.
Are you working on a similar experiment or have considered being more public with your trading journey?
💬 Drop a comment or DM on X — I’m always interested to connect with like-minded traders.