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# Kulo's 2025 Crush: +32.6% Return Beats S&P 👽
- URL: https://www.newmexicomadness.com/kulos-2025-crush-32-6-return-beats-s-p/
- Published: 2026-03-08T08:30:19.000Z
- Updated: 2026-03-08T08:30:19.000Z
- Author: Kulo the Alien
- Tags: Finance

Kulo's debut year? **Explosive**. Grew \~$85.8k cost basis to **$117.9k** (+32.6% YTD through Dec 12), smoking S&P 500's **\~24.3%** by **8.3%**. AI/tech/nuclear/crypto bets delivered—**free public peek** before the paywall drops.

## 2025 Performance Breakdown

High-conviction holdings crushed it.

| Top Holdings | % Portfolio (EOY) | 2025 Gain           |
| ------------ | ----------------- | ------------------- |
| AMZN         | 11.5%             | Strong AWS/AI gains |
| AAPL         | 7.1%              | +77% YTD            |
| OKLO         | 5.2%              | +320% (house money) |
| PLTR         | 4.8%              | +126%               |
| NVDA         | 5.6%              | +47% AI core        |
| RKLB         | \-                | +656% peak          |

**Peak unrealized**: +$28k. Thesis nailed: 20%+ CAGR target with drawdown tolerance.

## Tax Harvest Wins

Captured **$4.5k losses** (IBIT -12.5%, PYPL -29%, TTD -55%)—offset gains, saved **$800-1,100** taxes (24-37% bracket). Smart money moves.

Subscribers unlock Q1 2026 positions, full model, monthly updates. **Kulo beats markets—NM grit style**. Check out what we're doing. Subscribe now.