TIE Pokémon Booster Box Portfolio Report - July 2025 (R.I.P. liquidity)

Come take a look at which Pokémon Booster Boxes I own and how much money they've made me.

Welcome to a monthly series where I document the performance of my Pokémon booster box portfolio.

I started this series back in 2021 and re-introduced it late last year.

Now that this series is back, I am issuing buy/sell alerts for Pokémon booster boxes for paid subscribers, just like I do with LEGO.

I haven’t bought anything recently so that is why you’ve haven’t seen one.

In these alerts, I tell you what I’m buying. What you do with that information is up to you.

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Last month I wrote about some cooling going on in the market and showed that most booster boxes lost a little bit of value in early June.

That trend continued a bit in late June, but other areas of the market are continuing to appreciate with no end in sight.

It’s a mixed market right now.

There are a million different dynamics that exist in the sealed Pokémon market so predicting the short-term future of prices is nearly impossible.

I’ll do my best to help you understand it and what you can probably expect moving forward.

The supply side is simple to grasp:

Pokémon isn’t making enough product to satisfy demand

As a result, they need to make more of it.

This leaves them with a conundrum though… do they:

1. Reprint more of everything released within the last two years (the average lifecycle of a set)

2. Forget about everything outside of 2025 released and un-released sets

Trying to reprint everything from the last two years is more expensive and harder to pull off logistically.

It also runs the risk of not printing enough future product and perpetuating the current cycle.

Trust me, there are Pokémon executives who get angry seeing the videos of scalping man-children lining up at Target during re-stocks.

People want to give them more money but they don’t have enough of the product.

If I was in charge, I would ditch older product and put all of the focus on future releases and product.

It really comes down to how much manufacturing capacity they have and there’s no way for us to know that.

I do not see a world where current sets return back to MSRP.

The demand side is a little more tricky:

1. How much of it is speculation?

2. How much of it is scalpers selling to speculators?

3. How much of it is from genuine collectors?

I don’t think it matters all that much.

The amount of people who buy Pokémon cards to actually open the packs is extremely high.

Pokémon is the modern day lottery for Millennials.

It is more fun, provides more dopamine, and sealed product has a proven track record of being a solid investment for decades now.

There are much worse hobbies for people to spend money on.

Will demand wane if Pokémon gets enough product to market? Of course.

However, it won’t change how Pokémon performs as an investment.

Everything hinges on supply.

When product starts sitting on the shelf and becoming “unwanted” Pokémon will dial it back and the cycle will repeat.

I prefer that slower type of market because it allows for better buying opportunities and more time to make decisions.

Thanks for coming to my ted talk.

Let’s look at how the portfolio has performed over the last month: