*HALF-TIME REPORT* My Flagship Investments in Play Stock Portfolio Sneaks in a Win Against the S&P 500 Right Down to the Wire!

Investments in Play #338 | June 23-27, 2025

What is the “Investments in Play” portfolio?

Investments in Play is my flagship portfolio - it is both the biggest and oldest of any of my portfolios (even including my three ETF retirement portfolios). When I started investing in 1998, naturally I didn’t have a name for the portfolio, it was simply “my portfolio.” However, when I started Get Irked in August 2018 (yes, nearly seven years ago now), I knew I wanted to create an experimental portfolio (my “Speculation in Play” portfolio), so this just became the logical name.

The entire premise of IiP is that of outperformance of the S&P 500. In fact, not only is the mission to outperform the S&P 500 with greater gains during bull markets, the portfolio’s design is to outperform on the downside with lesser losses during bear markets.

And, to toot my own horn, it has certainly been working that way. Granted, there are years where IiP will underperform the S&P 500 - even the greatest investors of all time can’t beat the S&P every single year - but, over the seven years of Get Irked, the Investments in Play is still beating the snot out of the benchmark.

Comparison to the S&P 500

So far, the Investments in Play was struggling to beat the S&P 500 all the way up to the deadline, barely edging out the benchmark to finish on June 27 at +5.48% year-to-date versus the S&P’s +5.19%.

But, hey, any victory you can walk away from, right?

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5 Best Performers Year-To-Date

5th Best: Snowflake (SNOW): +41.33%
4th Best: Crowdstrike (CRWD): +43.76%
3rd Best: Palantir Technologies (PLTR): +73.88%
2nd Best: Roblox (RBLX): +79.45%
1st Place: Robinhood (HOOD): +110.52%

5 Worst Performers Year-To-Date

5th Worst: Salesforce (CRM): -17.31%
4th Worst: Apple (AAPL): -17.54%
3rd Worst: Block (XYZ): -23.19%
2nd Worst: Dow Chemical (DOW): -31.73%
WORST: Canopy Growth Corporation (CGC): -57.64%

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Premium Members:

Read on to discover the week’s biggest winner and loser in the Investments in Play portfolio as well as all the moves I made this week in addition to my future buying and selling price targets for the positions that saw changes over the week.