Schwar Capital

Schwar Capital

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Schwar Capital
Schwar Capital
Portfolio Update #16 πŸ“Š

Portfolio Update #16 πŸ“Š

Our Most Important Update Yet

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Schwar Capital
Jul 04, 2025
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Schwar Capital
Schwar Capital
Portfolio Update #16 πŸ“Š
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To read our full disclaimer, click here.

Performance

The portfolio has performed very well this year, achieving a 18.6% gain in 2025 so far compared to the markets 6.8%.

While we provide these 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 and for entertainment purposes only.

These updates serve as a communication tool, not a scorecard or investment advice. 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 29.63%.



Statement of Assets

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

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