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January 16: Boots on the Ground & Weekly Portfolio Review

Featuring A Deep Dive on Amazon

2025 has obviously been very good to us at The Macke Portfolio. In fact, it's been one of the best starts to a year that I can remember.

As of last Friday, we were up 26.5% for the year, outpacing the S&P and more than double the lame $XRT.

This week, we experienced a slight pullback. That is to be expected. Some of the stocks we own have been on absolute heaters. But I don't expect them to go straight up forever.

Below is my weekly portfolio review for members.

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