Schwar Capital

Schwar Capital

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Schwar Capital
Schwar Capital
Portfolio Update #14 πŸ“Š

Portfolio Update #14 πŸ“Š

Full Transparency: What We're Buying & Holding Right Now

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Schwar Capital
May 17, 2025
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Schwar Capital
Schwar Capital
Portfolio Update #14 πŸ“Š
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To read our full disclaimer, click here.

Performance

Despite the market's turbulence this year, the portfolio has performed very well, achieving a 10.9% gain in 2025 so far compared to the markets 1.3%.

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 27.84%.



Trades and Statement of Assets

Over the past two weeks, we have made some significant changes to the portfolio.

Become a paid subscriber here to see our full portfolio, complete with our reasoning behind each position.

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