Jacobus Enslin
Jacobus Enslin @Enslinjaco

Performance
All

-4.45%2026
2026
38.87%2025
2025
-1.96%2024
2024
23.79%2023
2023
37.03%2022
2022
14.02%2021
2021
38.9%0%-38.9%
Jacobus Enslin
Jacobus Enslin
United Kingdom
๐™ˆ๐™–๐™ฎ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ ๐™ช๐™ฅ๐™™๐™–๐™ฉ๐™š ๐™‹๐™š๐™ง๐™›๐™ค๐™ง๐™ข๐™–๐™ฃ๐™˜๐™š โ€ข The portfolio returned 5.49% in May vs 5.15% for the SP500. โ€ข YTD the portfolio returned 2.36% vs the SP500 return of 10.73%. โ€ข The annualized return since inception of the portfolio is 20.8% vs 13.09% for the SP500. $VTY.L (Vistry Group PLC) had... Show More
Jacobus Enslin
Jacobus Enslin
United Kingdom
๐˜ผ๐™ฅ๐™ง๐™ž๐™ก ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ ๐™ช๐™ฅ๐™™๐™–๐™ฉ๐™š ๐™‹๐™š๐™ง๐™›๐™ค๐™ง๐™ข๐™–๐™ฃ๐™˜๐™š โ€ข The portfolio returned 4.62% in April vs 10.42% for the SP500. โ€ข YTD the portfolio returned -2.96% vs the SP500 return of 5.31%. โ€ข The annualized return since inception of the portfolio is 19.93% vs 12.22% for the SP500. $GOOG (Alphabet) reported... Show More
Jacobus Enslin
Jacobus Enslin
United Kingdom
๐™ˆ๐™–๐™ง๐™˜๐™ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ ๐™ช๐™ฅ๐™™๐™–๐™ฉ๐™š Since no one knows when the Strait of Hormuz will open or the extent of damage to energy infrastructure, I'm not even going to speculate on the outcome. Trading the situation is complicated by wild volatility driven by the reality of energy shortages and Trumpโ€™s... Show More
Jacobus Enslin
Jacobus Enslin
United Kingdom
๐™๐™š๐™—๐™ง๐™ช๐™–๐™ง๐™ฎ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ ๐™ช๐™ฅ๐™™๐™–๐™ฉ๐™š ๐™‹๐™š๐™ง๐™›๐™ค๐™ง๐™ข๐™–๐™ฃ๐™˜๐™š โ€ข The portfolio returned -4.90% in February vs -0.87% for the SP500. โ€ข YTD the portfolio returned 0.12% vs the SP500 return of 0.49%. โ€ข The annualized return since inception of the portfolio is 21.4% vs 11.60% for the SP500. ๐˜พ๐™ค๐™ข๐™ข๐™š๐™ฃ๐™ฉ๐™–๐™ง๐™ฎ I... Show More
Jacobus Enslin
Jacobus Enslin
United Kingdom
๐™…๐™–๐™ฃ๐™ช๐™–๐™ง๐™ฎ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ ๐™ช๐™ฅ๐™™๐™–๐™ฉ๐™š ๐™‹๐™š๐™ง๐™›๐™ค๐™ง๐™ข๐™–๐™ฃ๐™˜๐™š โ€ข The portfolio returned 5.28% in January vs 1.37% for the SP500. โ€ข The annualized return since inception of the portfolio is 23.06% vs 12.01% for the SP500. ๐˜พ๐™ค๐™ข๐™ข๐™š๐™ฃ๐™ฉ๐™–๐™ง๐™ฎ During January I hesitantly sold out of the position in $INPST.NV... Show More
Jacobus Enslin
Jacobus Enslin
United Kingdom
๐˜ฟ๐™š๐™˜๐™š๐™ข๐™—๐™š๐™ง ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ ๐™ช๐™ฅ๐™™๐™–๐™ฉ๐™š ๐™‹๐™š๐™ง๐™›๐™ค๐™ง๐™ข๐™–๐™ฃ๐™˜๐™š โ€ข The portfolio returned 0.85% in December vs -0.05% for the SP500. โ€ข The portfolio returned 38.86% in 2025 vs the SP500 return of 16.39%. โ€ข The annualized return since inception of the portfolio is 22.21% vs 11.92% for the SP500. ๐˜พ๐™ค๐™ข๐™ข๐™š๐™ฃ๐™ฉ๐™–๐™ง๐™ฎ I... Show More
Jacobus Enslin
Jacobus Enslin
United Kingdom
๐™‰๐™ค๐™ซ๐™š๐™ข๐™—๐™š๐™ง ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ ๐™ช๐™ฅ๐™™๐™–๐™ฉ๐™š ๐™‹๐™š๐™ง๐™›๐™ค๐™ง๐™ข๐™–๐™ฃ๐™˜๐™š โ€ข The portfolio returned -5.43% in November vs 0.13% for the SP500. โ€ข YTD the portfolio returned 37.69% vs the SP500 return of 16.45%. โ€ข The annualized return since inception of the portfolio is 22.41% vs 12.15% for the SP500. ๐˜พ๐™ค๐™ข๐™ข๐™š๐™ฃ๐™ฉ๐™–๐™ง๐™ฎ The... Show More
Jacobus Enslin
Jacobus Enslin
United Kingdom
๐™Š๐™˜๐™ฉ๐™ค๐™—๐™š๐™ง ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ โ€“ ๐™ˆ๐™ค๐™ฃ๐™ฉ๐™๐™ก๐™ฎ ๐™ช๐™ฅ๐™™๐™–๐™ฉ๐™š ๐™‹๐™š๐™ง๐™›๐™ค๐™ง๐™ข๐™–๐™ฃ๐™˜๐™š โ€ข The portfolio returned 0.31% in October vs 2.27% for the SP500. โ€ข YTD the portfolio returned 45.60% vs the SP500 return of 16.30%. โ€ข The annualized return since inception of the portfolio is 24.33% vs 12.35% for the... Show More
Jacobus Enslin
Jacobus Enslin
United Kingdom
๐™Ž๐™š๐™ฅ๐™ฉ๐™š๐™ข๐™—๐™š๐™ง ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ โ€“ ๐™ˆ๐™ค๐™ฃ๐™ฉ๐™๐™ก๐™ฎ ๐™ช๐™ฅ๐™™๐™–๐™ฉ๐™š ๐™‹๐™š๐™ง๐™›๐™ค๐™ง๐™ข๐™–๐™ฃ๐™˜๐™š โ€ข The portfolio returned 12.11% in September vs 3.53% for the SP500. โ€ข YTD the portfolio returned 45.15% vs the SP500 return of 13.72%. โ€ข The annualized return since inception of the portfolio is 24.75% vs 12.04% for... Show More
Jacobus Enslin
Jacobus Enslin
United Kingdom
๐˜ผ๐™ช๐™œ๐™ช๐™จ๐™ฉ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ โ€“ ๐™ˆ๐™ค๐™ฃ๐™ฉ๐™๐™ก๐™ฎ ๐™ช๐™ฅ๐™™๐™–๐™ฉ๐™š ๐™‹๐™š๐™ง๐™›๐™ค๐™ง๐™ข๐™–๐™ฃ๐™˜๐™š โ€ข The portfolio returned 15.37% in August vs 1.91% for the SP500. โ€ข YTD the portfolio returned 29.47% vs the SP500 return of 9.84%. โ€ข The annualized since inception return of the portfolio is 22.11% vs 11.41% for the SP500. ๐™๐™ฅ๐™™๐™–๐™ฉ๐™š๐™จ $IREN... Show More

About Jacobus Enslin
United Kingdom
Strategy: Value

Concentrated long-only equities portfolio. No Leverage or shorting.
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