How We Turned $13,146 Into Over $33,000: A Real-World Small Account Update
How We Turned $13,146 Into Over $33,000: A Real-World Small Account Update
When it comes to investing, everyone loves to talk about 10-baggers and perfect trades. But the truth? Real portfolios are messy. They have winners, losers, home runs, and total dogs. This is a story about one of the small family accounts I manage — and how, with discipline and a clear strategy, we turned $13,146 into $33,515 over the past few years.
The Setup
This account began in April 2021 with just $13,146 in deposits. No huge windfall. No meme stock luck. Just intentional positioning, small trades, and a risk-aware mindset.
As of today, the account has grown +155% and is up +46% since what many called the "Trump Tariff Crash" — but what I think of as a planned correction that created serious opportunity.
Real Life Small Investment Account
What Worked
Precious Metals Core: Long-term holds in First Majestic (AG), Barrick Gold (B) Sprott Gold (PHYS), and PSLV added a resilient backbone.
Options With Edge: Select calls in INTC, B, and BB, opened during volatility, delivered outsized returns.
Opportunistic Growth: Rotations into no-brainers like GOOG and DELL on weakness (DELL CLOSED)
Cash Discipline: Large portions of the portfolio stayed in cash during uncertain macro stretches. That saved us more than one drawdown.
Real Small Account Holdings
What Didn’t Work - aka the dogs (woof)
TLRY, VIBE, KG and a few others reminded us that not every swing pays off.
INTC $30 calls are underwater, a good example of what happens when timing is off.
But here’s the key lesson:
"Anyone who tells you every trade is a winner is lying. The real game is in position sizing and **knowing when to take the shot."
We took some big swings with small capital — and some of those have paid for the whole show.
Why A Plan Matters
If you're managing your own small account or helping family accounts grow — you don't need magic. You need:
Clear themes
Asymmetrical setups
Risk control
Patience
This wasn't luck. It was strategy.
Want In On The Strategy?
I'm sharing this level of detail in my newsletter. Real trades. Real breakdowns. Real-time positioning.
If you're ready to take your portfolio more seriously, but still want to keep it real and relatable — sign up, and let’s grow something together.