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Portfolio Strategy and Update
We're keeping things straightforward this week.
The portfolio continues to perform well, up 26% year to date. The market, meanwhile, has returned around 12%.
It's been quiet lately, and that's exactly how we like it.
The Value of Patience
As we've written before, patience remains one of our most valuable assets.
The portfolio sits exactly where we want it. Every position, every weighting, carefully considered.
No adjustments needed.
This might seem boring.
It is.
But boring can be beautiful in investing.
As a newsletter writer, there's constant pressure to generate content, to chase subscribers with weekly trades and endless activity.
That's not what we do here.
We prefer quality over quantity.
We wait for the right opportunities rather than forcing action where none is needed.
Subscribers who've been with us know we had an exceptionally busy period recently, initiating several new positions. Each thesis has been linked at the end of this post for those interested.
But now we wait.
The market rewards patience, not activity. We think our current holdings have plenty of runway ahead.
No need to tinker with what's working.
Have a great weekend.
Dom
Schwar Capital
Overall our annualised TWR now sits at 30.17%.
Statement of Assets
Become a paid subscriber here to see our full portfolio, complete with our personal reasoning behind each position and the uncensored version of the post above.