𝙅𝙖𝙣𝙪𝙖𝙧𝙮 𝟮𝟬𝟮𝟲 𝙪𝙥𝙙𝙖𝙩𝙚
𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚
• The portfolio returned 5.28% in January vs 1.37% for the SP500.
• The annualized return since inception of the portfolio is 23.06% vs 12.01% for the SP500.
𝘾𝙤𝙢𝙢𝙚𝙣𝙩𝙖𝙧𝙮
During January I hesitantly sold out of the position in $INPST.NV... Afficher plus Traduction
𝘿𝙚𝙘𝙚𝙢𝙗𝙚𝙧 𝟮𝟬𝟮𝟱 𝙪𝙥𝙙𝙖𝙩𝙚
𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚
• The portfolio returned 0.85% in December vs -0.05% for the SP500.
• The portfolio returned 38.86% in 2025 vs the SP500 return of 16.39%.
• The annualized return since inception of the portfolio is 22.21% vs 11.92% for the SP500.
𝘾𝙤𝙢𝙢𝙚𝙣𝙩𝙖𝙧𝙮
I... Afficher plus Traduction
𝙉𝙤𝙫𝙚𝙢𝙗𝙚𝙧 𝟮𝟬𝟮𝟱 𝙪𝙥𝙙𝙖𝙩𝙚
𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚
• The portfolio returned -5.43% in November vs 0.13% for the SP500.
• YTD the portfolio returned 37.69% vs the SP500 return of 16.45%.
• The annualized return since inception of the portfolio is 22.41% vs 12.15% for the SP500.
𝘾𝙤𝙢𝙢𝙚𝙣𝙩𝙖𝙧𝙮
The... Afficher plus Traduction
𝙊𝙘𝙩𝙤𝙗𝙚𝙧 𝟮𝟬𝟮𝟱 – 𝙈𝙤𝙣𝙩𝙝𝙡𝙮 𝙪𝙥𝙙𝙖𝙩𝙚
𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚
• The portfolio returned 0.31% in October vs 2.27% for the SP500.
• YTD the portfolio returned 45.60% vs the SP500 return of 16.30%.
• The annualized return since inception of the portfolio is 24.33% vs 12.35% for the... Afficher plus Traduction
𝙎𝙚𝙥𝙩𝙚𝙢𝙗𝙚𝙧 𝟮𝟬𝟮𝟱 – 𝙈𝙤𝙣𝙩𝙝𝙡𝙮 𝙪𝙥𝙙𝙖𝙩𝙚
𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚
• The portfolio returned 12.11% in September vs 3.53% for the SP500.
• YTD the portfolio returned 45.15% vs the SP500 return of 13.72%.
• The annualized return since inception of the portfolio is 24.75% vs 12.04% for... Afficher plus Traduction
𝘼𝙪𝙜𝙪𝙨𝙩 𝟮𝟬𝟮𝟱 – 𝙈𝙤𝙣𝙩𝙝𝙡𝙮 𝙪𝙥𝙙𝙖𝙩𝙚
𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚
• The portfolio returned 15.37% in August vs 1.91% for the SP500.
• YTD the portfolio returned 29.47% vs the SP500 return of 9.84%.
• The annualized since inception return of the portfolio is 22.11% vs 11.41% for the SP500.
𝙐𝙥𝙙𝙖𝙩𝙚𝙨
$IREN... Afficher plus Traduction
𝙅𝙪𝙡𝙮 𝟮𝟬𝟮𝟱 – 𝙈𝙤𝙣𝙩𝙝𝙡𝙮 𝙪𝙥𝙙𝙖𝙩𝙚
𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚
- The portfolio returned 0.88% in July vs 2.17% for the SP500.
- YTD the portfolio returned 11.51% vs the SP500 return of 7.78%.
- The annualized since inception return of the portfolio is 18.49% vs 11.16% for the SP500.
$IREN... Afficher plus Traduction
𝙅𝙪𝙣𝙚 𝟮𝟬𝟮𝟱 – 𝙈𝙤𝙣𝙩𝙝𝙡𝙮 𝙪𝙥𝙙𝙖𝙩𝙚
𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚
- The portfolio returned 12.42% in June vs 4.96% for the SP500.
- YTD the portfolio returned 10.53% vs the SP500 return of 5.5%.
- The annualized since inception return of the portfolio is 18.64% vs 10.84% for the SP500.
$BFIT.NV... Afficher plus Traduction
𝙈𝙖𝙮 𝟮𝟬𝟮𝟱 – 𝙈𝙤𝙣𝙩𝙝𝙡𝙮 𝙪𝙥𝙙𝙖𝙩𝙚
𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚
- The portfolio returned 8.19% in May vs 6.15% for the SP500.
- YTD the portfolio returned -1.68% vs the SP500 return of 0.51%.
- The annualized since inception return of the portfolio is 15.81% vs 9.8% for the SP500.
One interesting... Afficher plus Traduction
𝘼𝙥𝙧𝙞𝙡 𝟮𝟬𝟮𝟱 – 𝙈𝙤𝙣𝙩𝙝𝙡𝙮 𝙪𝙥𝙙𝙖𝙩𝙚
𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚
- The portfolio returned -1.69% in April vs -0.76% for the SP500.
- YTD the portfolio returned -9.12% vs the SP500 return of -5.31%.
- The annualized since inception return of the portfolio is 14% vs 8.44% for the SP500.
The... Afficher plus Traduction
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Sun Feb 15 2026 15:52:59 GMT+0000 (Coordinated Universal Time)