Monday July 14, 2025 Addendum


šŸ›©ļø Draganfly Dives, But the Strategy Holds Steady

Quick addendum to today’s recap—Draganfly (DPRO) got absolutely spanked after the open. It closed the day down 11.14%, but I’m still up 19.04% overall on the position (or $331) thanks to timely trimming along the way.

This is the kind of movement that doesn’t rattle me—because I already harvested gains and redeployed the capital. Some of my remaining shares are sitting pretty at $2.70.


šŸ›ø Drones Aren’t Just Buzzwords

Drone tech is no gimmick. Drones can be literally dragonfly-sized machines with serious tactical potential not to mention the many other sizes too and what they can do. In a world where geopolitical tension is growing, drones might be the most formidable weapon in the sky.

I won’t double down. If this is all DPRO has to offer, that’s fine—it already helped build out other blocks. That’s peace of mind through trimming.


🧱 A Pyramid of Small Giants

As I zoom out across the portfolio, I’m reminded of a key principle:

Most of my individual investments represent less than 1% of the total portfolio.

Even so, many are up double digits. A few have delivered triple-digit gains. The only ones that are much greater than 1% include:

  • šŸŖ™ Gold and Silver: Quiet anchors with strong upside
  • šŸ“ˆ S&P 500 ETFs: Spread across multiple positions in various ways, forming the backbone that you can’t see. (Thematic ETFs, Sector ETFs, etc.)

I currently have over 100 individual holdings, each layered intentionally. By keeping positions small, I limit emotional risk and maximize strategic flexibility.

That’s the power of block-by-block investing: no one piece dominates, but together they build something stable, adaptive, and exciting.