How I gained 54% YTD

Investing Principles That Built My Life Hook (0:00 – 0:20) I gained 54% in my portfolio this year — but I wasn’t chasing risky stocks. I’m actually super conservative, holding 32% in cash. These gains weren’t luck; they came from inner wealth. As Warren Buffett says, ‘The most important investment you can make is in yourself.’ And in this video, I’ll share 6 powerful qualities I invest in — guiding me not just in the stock market, but in life itself. 1. Circle of Competence (0:20 – 1:00) “In investing, I only buy what I understand. That’s my circle of competence. My top holdings are TSM, Nvidia, and UNH — because they have strong moats and proven competence. Warren Buffett said, ‘The size of your circle of competence is not very important; knowing its boundaries is vital.’ There are thousands of companies in the world, but I only invest in the ones I understand and have the confidence to hold long term. In life, it’s the same. I don’t try to be everything. Right now, my circle is YouTube — because I know how to invest, I wake up before 4 a.m., I have abs at 40, I study mental models from investing and computer science, I alchemize negative emotions into energy for growth, and I’ve gone through awakening. These are my strengths, and I treat YouTube as a dojo to train my meta-skills. When I stay inside my circle, I move forward with clarity.” ...

2025-09-23 · Ariel

Managing Energy Like a Portfolio

Managing Energy Like a Portfolio Most people treat energy as if it’s random — some days high, some days low. But in the Energy Economy, energy is not random. It is manageable, investable, and compounding. Just like money, you can manage energy as a portfolio. Foundation Assets → Physical Energy Before growth, protection, or compounding, there must be a base: the body. Sleep → true rest restores reserves. Movement → walking, training, yoga keep energy circulating. Fuel → food choices (like quitting sugar) protect clarity and vitality. Physical energy is the foundation. Without it, every other asset collapses. Growth Assets → Expansion These are the energies that multiply when circulated. They expand outward. Love → The more you give, the more you receive. Service → Serving others doesn’t drain; it circulates energy. Vision → A clear future pulls energy forward and fuels action. Without growth assets, life becomes stagnant. With them, energy keeps expanding. ...

2025-09-13 · Ariel
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