The Key to Our Outperformance This Year
A Quick Note on Our Portfolio Strategy and Recent Earnings Summaries
Schwar Capital is now up 9% YTD, compared to the markets -4%, which brings our Annualised TTWR to 27.47%
Here’s a quick update for our paid subscribers on the current state of our portfolio.
We’ll also share our thoughts on the companies within the portfolio that have reported earnings so far and explain why we believe our strategy has led to outperformance so far this year.