Portfolio Update #12 📊
Full Access to Our Holdings
🔥Special Offer 🔥
To celebrate our paid launch, we wanted to give you an exclusive limited time offer!
20% lifetime discount on the annual plan
Complimentary access to Schwar's Radar included at no extra cost
This special promotion ends soon! Secure your membership today to lock in these benefits.
Performance
Despite the market's downturn this year, the portfolio has remained resilient, achieving a 1.2% gain in 2025 so far. While we provide these bi-weekly updates to maintain transparency and keep you informed of our investment activities, they should not be viewed as an invitation to focus on short-term results. Our experience has shown that the most successful investors are those who maintain a long-term perspective and resist making decisions based on temporary market movements.
These updates serve as a communication tool, not a scorecard. We share them to help you understand our thinking and decision-making process, but the true measure of our success will be determined over years, not weeks or months.
Overall our annualised TWR now sits at 24.60%.
Trades and Statement of Assets
For real-time updates on our trades, make sure to join our subscriber chat to stay ahead of these bi-weekly updates!
