Snowball Portfolio

The Snowball Portfolio is my personal, actively managed collection of stocks where I’m aiming to beat the S&P 500 (over the long run).

My strategy focuses on owning strong, high-quality businesses with solid fundamentals. I rely heavily on value investing principles - basically trying to buy great companies at fair prices, with a margin of safety built in. The goal isn’t just to chase returns, but to steadily compound wealth while keeping risk in check.

The portfolio is fully owned and managed by me, Josh Hellawell.

Current Holdings

  1. Apple Inc logo
    Company
    Apple Inc
    Gain
    12.16%
  2. Microsoft logo
    Company
    Microsoft
    Gain
    -5.1%
  3. Ferarri logo
    Company
    Ferarri
    Gain
    -1.74%
  4. Cash logo
    Company
    Cash
    Gain
    0%
View all Holdings