Good evening investors!

Every month we publish our “Portfolio Update” — Edge+ members get a full access look into our portfolios, including holdings, performance, activity and our watchlists for the upcoming month.

Let’s dive in.

Portfolio Update - Mark

For those new here, IE+ subscribers get full access to my monthly dividend portfolio updates, which includes:

• Portfolio Snapshot

• Portfolio Performance

• Stock Purchases

• Stock Sells

• Watchlist

*Note - this is the ONLY place where people can find our entire portfolios.

Portfolio Snapshot

As of the end of February 2025, my portfolio contained 54 total positions, no change from the prior month.

You can see all the portfolio activity down below, but first, here is a snapshot of my entire portfolio:

Portfolio Performance

In this section, I will highlight the performance of the portfolio both on a MONTHLY and Year-To-Date basis.

For comparison, here is how the benchmark S&P 500 did during those same time frames:

And here is how the equal weighted S&P 500 performed:

February was a tough month to say the least, particularly for the Mag 7. If you had a portfolio that was over diversified to the Mag 7 or Technology in general, you probably felt the pain a little more in February and into March thus far.

However, something Chris and I harp on here at The Stock Investor’s Edge all the time is about the importance of being well-diversified. That does not mean equal weight across all 11 sectors, but you do need to have some sort of balance within your portfolio.

For February, my portfolio squeaked out a little green, but things would have been a lot better had it not been for the XYZ cash secured put option I had in which I was assigned 300 shares and those were down more than 10% from my buy price. I have been selling Covered Calls on those within the Options Edge+ subscription where we have been collecting some good premiums on the stock.

Uncertainty has brought a return of volatility and the markets are currently on shaking ground, which leads me to believe that this will be the way things are going to go these next few months. If there is one thing investors do NOT like, it is uncertainty. Uncertainty around the labor force, the strength of the economy or the consumer, and geopolitical uncertainty as well, at the moment.

Given this, you will see below that I did not really make many moves in February, instead I wanted to see how things shaked out. However, I have made a number of moves already in March, which we will discuss in the monthly members only meeting on Saturday at 10am EST.

Stay tuned within our discord where Edge+ members get TRADE ALERTS, being notified of any changes I make to my portfolio in real time.

Monthly Activity

In this section, I detail out any transactions that were made within the portfolio during the month.

Portfolio Update - Chris

Every month, Investor’s Edge+ members get updates to my individual brokerage portfolio, which includes:

• Portfolio Snapshot

• Portfolio Performance

• Stock Purchases

• Stock Sells

• Watchlist

*Note - this update ONLY includes my brokerage portfolio. Retirement accounts, cryptocurrency, real estate and cash/cash equivalents outside of the brokerage are excluded from this update.

Portfolio Snapshot

As of the end of January 2025, my brokerage portfolio contained 58 total positions — 56 stock holdings and 2 options contract.

Here is a snapshot of my portfolio:

Portfolio Performance

In this section, I will highlight the performance of my portfolio in February as well as for the full year.

For comparison, here is how the benchmark S&P 500 did during those same time frames:

And here is how the equal weighted S&P 500 performed:

February brought a modest pullback, with my portfolio declining -0.62% for the month. While red ink is never ideal, this performance still significantly outpaced the S&P 500’s -1.42% drop, offering a measure of downside protection. It also narrowly beat the Equal Weight S&P 500’s -0.77% return, showing resilience amid broad-based market softness.

For the year-to-date period, my portfolio is up +1.68%, continuing to lead both benchmarks (+1.24% for the S&P 500 and +2.61% for the Equal Weight S&P 500).

The month’s relative outperformance stemmed from a diversified mix of tech, income, and defensive holdings that helped soften the blow of a weak February tape. ETFs like SCHD and names like UBER, BABA and ABBV offered reprieve, while select growth names such as SHOP and META held up better than their mega-cap peers.

Amid market churn and interest rate noise, this type of balanced exposure remains key to navigating early-2025 volatility.

Monthly Activity

In this section, I will go through the transactions that were made within the portfolio during the month.

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Closing Remarks

As you saw above, Chris and I both were showing patience and letting things clear up as they got volatile in February. Technology and Mag 7 stocks took the brunt of the pain, so portfolios that were too overextended to these areas got hit rather hard. As for us, our portfolios held strong considering the conditions.

Now in March, with some more clarity, we have been putting more money to work and nibbling at some of these dips. I fully expect the volatility to remain in the near-term considering their is still plenty of uncertainty around a number of factors.

Here at The Stock Investor’s Edge, we are laser focused on helping educate investors of all levels, while also giving them full transparency into our personal portfolios.

We will continue to look for new ideas in the market and bring you as much information as we can to give you an EDGE in the markets.

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And don’t forget to LEAVE A COMMENT. Let us know your thoughts on our portfolios, share your watchlist for the month or even just let us know that you appreciate the content.

Thank you, and until next time investors!

Mark & Chris

The Investor’s Edge

Disclaimer

This article is intended to be for educational and informational purposes only. The views described in the article are those of the author’s and should not be construed as financial advice. Perform your own due diligence or contact your Financial Advisor before making any financial investment. I have positions in all of the stocks & ETFs mentioned below as of the publish date. This is a disclosure - not a recommendation to buy or sell stocks.