Marcus Brinneman

Retail investor trying to sift through the noise

[Marcus Brinneman @sucram_92]

YTD performance using data as of 12/31/25
My ROTH 2.64%
Wife ROTH -5.3%
TRADITIONAL -9.44%
S&P 500 17.8%

Total return 82.51% (2/1/2021-12/31/25) 
SPY CAGR 14.09% (2/1/21-12/31/25)
My ROTH CAGR 13.03% (2/1/21-12/31/25)

[Marcus Brinneman @sucram_92]

@david_katunaric Trimmed 10% today. Up significantly since originally bought the position. Still a 10% position. Hoping for more gains to come.

[Marcus Brinneman @sucram_92]

@LukeWolgram Yes, please cover D-BOX

[Marcus Brinneman @sucram_92]

@PrestonPysh Been fun growing with you Preston. Enjoy your time with your family! Well deserved.

[Marcus Brinneman @sucram_92]

@ToffCap Glanced at it awhile back. A lot of parents are wanting kids to disconnect from screens and will pay a premium. We have bought a fair amount of the product and passed it down from one kid to the next. One problem is kids do seem to age out of the product at a certain point

[Marcus Brinneman @sucram_92]

@ToffCap A lot of beat up stocks. Just added a bunch of quality names to watchlist. Small/micro get interesting. $ACN $BAH $BRO $CPRT $CSU.TO $DUOL $KNSL $MELI $TVK.TO. Micro/small $HBFG.CN $HROW $KSI.TO $MCB.TO $NURS.V $NTG $SNWV $ZOMD.V

[Marcus Brinneman @sucram_92]

@NickCortellucci Enjoy following your work and appreciate the transparency.

[Marcus Brinneman @sucram_92]

@NestBetter @ClarkSquareCap Definitely need to find a bottom before adding new capital. But both are cheap and growing. Could be debatable with MCB after recent guidance.

[Marcus Brinneman @sucram_92]

@rubicon59 @Valuehunte @EdwardOThorp Yeah great book. A man ahead of his time.

[Marcus Brinneman @sucram_92]

@ClipsLand Think this trade will be a positive for both teams. Mathurin was a stud and at times showed how good he could be. Brown is showing production and everyone counted him out on the trade. I hope Mathurin keeps the momentum going.

[Marcus Brinneman @sucram_92]

@ESPNNBA @KendrickPerkins

[Marcus Brinneman @sucram_92]

@CCM_Brett Sold too soon but have 1 share up 300% to remind me

[Marcus Brinneman @sucram_92]

@DeepSailCapital Firan technologies. $FTG.TO

[Marcus Brinneman @sucram_92]

@JRogrow I didn’t know this existed. Always appreciated your work.

[Marcus Brinneman @sucram_92]

@FundasyInvestor I haven’t really seen mentioned is acquisition prices. If companies are private, maybe they will wait it out. Public software stocks will be rerated. Seems like they should be able to acquire companies cheaper. The stock has never been cheap, but I’m optimistic from here

[Marcus Brinneman @sucram_92]

I’m looking forward to 2026. I think my strategy will have a strong rebound. Here’s to compounding and for a strong 2026.

[Marcus Brinneman @sucram_92]

YTD performance using data as of 12/31/25
My ROTH 2.64%
Wife ROTH -5.3%
TRADITIONAL -9.44%
S&P 500 17.8%

Total return 82.51% (2/1/2021-12/31/25) 
SPY CAGR 14.09% (2/1/21-12/31/25)
My ROTH CAGR 13.03% (2/1/21-12/31/25)

[Marcus Brinneman @sucram_92]

Sometimes you need to trim a cheap stock because it will get cheaper but at the same time overvalued stocks can get more overvalued. I will continue to monitor and make portfolio changes as needed. Over the long term stocks follow fundamentals over the short term it’s a toss up.