Portfolio Update #13 📊 Up 7.8% Vs Markets -6%
Significant Outperformance | Full Access to Holdings
Performance
Despite the market's turbulence this year, the portfolio has performed very well, achieving a 7.8% gain in 2025 so far compared to the markets -6%.
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 27.09%.
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!
Over the past two weeks, we have made some significant changes to the portfolio.
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