Hi, I'm @dming.
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Mingdom Capital 2025 Q3 Update
Q3 2025: up 11% on the quarter and 26% YTD, still beating SPY and QQQ — with Google proving it is not dying to AI after all.
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Mingdom Capital 2025 Q2 Update
Q2 2025: portfolio performance, a deep dive into top holdings, and a retrospective on what I learned — greed is back, and this time I'm bullish.
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Mingdom Capital 2025 Q1 Update
Q1 2025: a market recap through extreme fear and uncertainty, how the Mingdom Capital portfolio held up, and my plan moving forward.