Schwar Capital

Schwar Capital

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Schwar Capital
Schwar Capital
Portfolio Update #8 πŸ“Š

Portfolio Update #8 πŸ“Š

Plus: Portfolio Performance and Current Holdings Review

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Schwar Capital
Jan 31, 2025
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Schwar Capital
Schwar Capital
Portfolio Update #8 πŸ“Š
5
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To read our full disclaimer, click here.

Performance

The portfolio has begun 2025 with a 7.3% gain. 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 30.21%.



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