Inside CaliBridge Portfolio #2: Long-Term Focus, Quiet Strength

Portfolio Visible under “Live Portfolio Dashboard”.

While the main CaliBridge portfolio is in the final stages of going live, we wanted to offer a preview into Portfolio #2. A lesser-known but foundational piece of our investment journey.

This portfolio is NOT our main public model, so we won’t be disclosing every detail. However, it’s one of our longest-standing accounts and offers an excellent example of long-term, conservative investing done right.

What Makes Portfolio #2 Unique?

Portfolio #2 has been quietly growing behind the scenes. It’s not as experimental or content-driven as what you’ll see in our upcoming main dashboard. It’s calmer, more conservative, and built with a long time horizon in mind.

Since it’s not designed for full public transparency, we’re keeping exact share quantities and dollar figures private, but we can share overall performance, weight distribution, and insights.

Why This Portfolio Works

VFV dominates the allocation, making up over 70% of holdings. It provides steady exposure to the top U.S. companies and anchors the portfolio in long-term performance.

IBIT offers a small but impactful position in Bitcoin, currently the strongest performer with +59% gains.

XEQT, HXQ, and ZEB round out diversification—balancing tech, global markets, and Canadian financials in a smart and measured way.

The total allocation is low-turnover and built to compound slowly, safely, and efficiently.

Portfolio #2 is a reminder that sometimes, the best growth is the quiet kind. It may not be flashy, but it reflects the exact mindset we want to teach at Calibridge: invest with intention, stay the course, and let time do the heavy lifting.

Main Portfolio Launching Soon

We’re excited to announce that the main CaliBridge portfolio, fully transparent, tracked, and updated live. Will be launching very soon. It’ll be more dynamic, content-driven, and openly shared with our community.

Unlike Portfolio #2, the main portfolio tracker will be much more in-depth and offer far more information, including trade breakdowns, dollar-weighted returns, risk analysis, and full allocation transparency. This will serve as the primary dashboard for new members and learning.