A Real Portfolio — Every Trade Tracked

Punjabi Finance
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A Real ... Portfolio —
Every Trade Tracked.
Most people talk about investing. Very few show their real portfolio.
Built over 9+ years — through bull and bear markets.
Portfolio Overview Live
Total Value
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Canadian Dollars
Unrealized P&L
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Positions Held
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Active holdings
Investing Since
2017
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Members don’t just see results — they see exactly how each position is built, managed, and monetized.
Disclaimer: Shared for educational & transparency purposes only. Nothing constitutes financial advice. Past performance does not guarantee future results. Always do your own research.
What’s below
📈 Portfolio allocation 📊 Every position & return 🔥 Return by position 💰 Monthly options income
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How I Manage This Portfolio
🔍 Adding vs waiting
I only add when the business thesis is intact — not just because a stock is down.
⚖ Position sizing
Higher conviction = larger positions. I concentrate, not diversify blindly.
💰 Covered calls
Sold on long-term positions only — with strikes I’m comfortable letting go.
🚫 Drawdowns
If the thesis holds, 30–50% drops are part of the process — not a reason to panic.
Read full investing approach → See what I’m watching next →
Portfolio Allocation Live
Full breakdown of every position — including allocation, cost basis, and performance.
Ticker Shares Avg Cost (USD) Current (USD) Book Value (CAD) Market Value (CAD) Allocation P&L (CAD) P&L %
Total Portfolio ... ... 100% ...
Return by Position
See which positions are driving returns — and how I manage winners vs underperformers.
Options Income Covered Calls
💰
Monthly Covered Call Income
~C$.../mo
At this rate: ~C$.../year — reinvested back into the portfolio
Total Collected... 2026 YTD... 2025 Full Year... 2026 Projected... YoY Growth... Avg Monthly 2026... Total Collected... 2026 YTD... 2025 Full Year... 2026 Projected... YoY Growth... Avg Monthly 2026...
Total Since Inception
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Started Jan 2025
2026 YTD Collected
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2025 Full Year
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2026 In Progress
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2025 Full Year
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Annualized Projection
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Based on current monthly run rate
Year-over-Year Growth
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vs prior year