Performance
3.98% Return
2025

2.00% December 2025
Dec
-5.18% November 2025
Nov
4.64% October 2025
Oct
-2.92% September 2025
Sep
-2.55% August 2025
Aug
3.13% July 2025
Jul
14.55% June 2025
Jun
-1.85% May 2025
May
10.94% April 2025
Apr
-12.65% March 2025
Mar
-3.54% February 2025
Feb
0.21% January 2025
Jan
14.6%0%-14.6%
frankumann80
Ireland
Stewart Fitzell
๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ & ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ -๐™Š๐™˜๐™ฉ๐™ค๐™—๐™š๐™ง ๐™‘๐™ค๐™ก๐™–๐™ฉ๐™ž๐™ก๐™š ๐™–๐™จ ๐™๐™จ๐™ช๐™–๐™ก โ€” ๐™Ž๐™ฉ๐™–๐™ฎ๐™ž๐™ฃ๐™œ ๐™๐™ค๐™˜๐™ช๐™จ๐™š๐™™ ๐˜ผ๐™ข๐™ž๐™™ ๐™ˆ๐™–๐™ง๐™ ๐™š๐™ฉ ๐™‰๐™ค๐™ž๐™จ๐™š Bit of a longer post today as there is a lot to cover. Markets have had a volatile week and both it and this portfolio are down slightly.... Show More
frankumann80
Ireland
Stewart Fitzell
๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ & ๐—ฃ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—จ๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ: -๐˜ฝ๐™š๐™จ๐™ฉ ๐™Ž๐™š๐™ฅ๐™ฉ๐™š๐™ข๐™—๐™š๐™ง ๐™ž๐™ฃ ๐Ÿญ๐Ÿฑ ๐™”๐™š๐™–๐™ง๐™จ โ€” ๐™’๐™๐™–๐™ฉโ€™๐™จ ๐™‰๐™š๐™ญ๐™ฉ? The S&P 500 gained 3.5% in September, its best in over 15 years, while ๐™ฉ๐™๐™ž๐™จ ๐™ฅ๐™ค๐™ง๐™ฉ๐™›๐™ค๐™ก๐™ž๐™ค ๐™ง๐™ค๐™จ๐™š ๐Ÿฒ.๐Ÿฑ% - ๐™– ๐™จ๐™ž๐™œ๐™ฃ๐™ž๐™›๐™ž๐™˜๐™–๐™ฃ๐™ฉ ๐™ค๐™ช๐™ฉ๐™ฅ๐™š๐™ง๐™›๐™ค๐™ง๐™ข๐™–๐™ฃ๐™˜๐™š. This... Show More
frankumann80
Ireland
Stewart Fitzell
๐˜พ๐™ค๐™ฅ๐™ž๐™š๐™ง ๐™๐™ฅ๐™™๐™–๐™ฉ๐™š: ๐™„'๐™ข ๐™–๐™™๐™™๐™ž๐™ฃ๐™œ ๐™›๐™ช๐™ฃ๐™™๐™จ ๐™ค๐™ฃ ๐Ÿญ ๐™Š๐™˜๐™ฉ๐™ค๐™—๐™š๐™ง I plan to add some funds / cash to my portfolio on 1 October. This builds on a very successful year so far, where this portfolio has significantly outperformed the market, growing 31.4% versus 13.1% for the market (S&P... Show More
frankumann80
Ireland
Stewart Fitzell
๐—ง๐—ต๐—ฒ ๐—ฉ๐—ฎ๐—น๐˜‚๐—ฒ ๐—ผ๐—ณ ๐— ๐—ฒ๐—ฒ๐˜๐—ถ๐—ป๐—ด ๐—–๐—น๐—ถ๐—ฒ๐—ป๐˜๐˜€ ๐—™๐—ฎ๐—ฐ๐—ฒ-๐˜๐—ผ-๐—™๐—ฎ๐—ฐ๐—ฒ: ๐—ฒ๐—ง๐—ผ๐—ฟ๐—ผ ๐— ๐—ถ๐—น๐—ฎ๐—ป ๐—˜๐˜ƒ๐—ฒ๐—ป๐˜ Meeting with clients and those who copy my strategy is one of the most important aspects of what I do. These interactions provide valuable perspective, keep me connected to the motivations and... Show More
frankumann80
Ireland
Stewart Fitzell
---The Key Issue Driving Markets Right Now & Portfolio Update--- Markets are pricing in rate cuts, optimism is rising, and ๐™ข๐™ฎ ๐™ฅ๐™ค๐™ง๐™ฉ๐™›๐™ค๐™ก๐™ž๐™ค ๐™๐™–๐™จ ๐™จ๐™ฉ๐™ง๐™ค๐™ฃ๐™œ๐™ก๐™ฎ ๐™ค๐™ช๐™ฉ๐™ฅ๐™š๐™ง๐™›๐™ค๐™ง๐™ข๐™š๐™™ โ€” ๐™ช๐™ฅ ๐Ÿฎ๐Ÿด.๐Ÿณ๐Ÿณ% ๐™”๐™๐˜ฟ ๐™ซ๐™จ. ๐Ÿญ๐Ÿญ.๐Ÿต๐Ÿฑ% ๐™›๐™ค๐™ง ๐™ฉ๐™๐™š ๐™Ž&๐™‹ ๐Ÿฑ๐Ÿฌ๐Ÿฌ. Still, risks remain, and Iโ€™m... Show More
frankumann80
Ireland
Stewart Fitzell
๐—ฃ๐˜‚๐—น๐—น๐—ฏ๐—ฎ๐—ฐ๐—ธ๐˜€ & ๐—ฃ๐—ฟ๐—ผ๐—ณ๐—ถ๐˜๐˜€: ๐™ƒ๐™ค๐™ฌ ๐™„'๐™ข ๐™ฃ๐™–๐™ซ๐™ž๐™œ๐™–๐™ฉ๐™ž๐™ฃ๐™œ ๐™Ž๐™š๐™ฅ๐™ฉ๐™š๐™ข๐™—๐™š๐™ง Thereโ€™s plenty going on in the markets right now. I'll take a look at what's going on and how the portfolio has been performing. ๐Ÿ‘‡ โ–ช๏ธ๐™๐™Ž ๐™…๐™ค๐™—๐™จ ๐™‰๐™ช๐™ข๐™—๐™š๐™ง๐™จ ๐™ฌ๐™š๐™–๐™ ๐™š๐™ฃ๐™ž๐™ฃ๐™œ The latest... Show More
frankumann80
Ireland
Stewart Fitzell
๐˜พ๐™ค๐™ฅ๐™ž๐™š๐™ง ๐™๐™ฅ๐™™๐™–๐™ฉ๐™š: ๐™„'๐™ข ๐™–๐™™๐™™๐™ž๐™ฃ๐™œ ๐™›๐™ช๐™ฃ๐™™๐™จ ๐™ค๐™ฃ ๐Ÿญ ๐™Ž๐™š๐™ฅ๐™ฉ๐™š๐™ข๐™—๐™š๐™ง. I plan to add some funds / cash to my portfolio on 1 September. This builds on a very successful year so far, where this portfolio has significantly outperformed the market, growing 23.7% versus 9.9% for the market... Show More
frankumann80
Ireland
Stewart Fitzell
It was another eventful week, with several developments worth highlighting for their potential market impact. As many of you know, I take a strong interest in geopolitics and how it flows through to macroeconomics and, ultimately, investments. The biggest story was the ๐™‹๐™ช๐™ฉ๐™ž๐™ฃโ€“๐™๐™ง๐™ช๐™ข๐™ฅ ๐™ข๐™š๐™š๐™ฉ๐™ž๐™ฃ๐™œ... Show More
frankumann80
Australia
Gabor Fogarasi
๐€๐ˆ ๐๐ฎ๐›๐›๐ฅ๐ž ๐š๐›๐จ๐ฎ๐ญ ๐ญ๐จ ๐›๐ฎ๐ซ๐ฌ๐ญ? Weekend Read The AI sector isnโ€™t on the edge of a crash, itโ€™s actually building a strong, lasting foundation. Hereโ€™s why: ๐Ÿ’ฐ Big money keeps flowing in. In 2024, private AI investment hit $252.3B (up 44% from 2023). Big names like $MSFT (Microsoft) and... Show More
frankumann80
Ireland
Stewart Fitzell
It's been a bit of a bumpy week with more earnings being reported, further tariff news and potentially significant geopolitical developments underway. Let's take a look to stay on top of things. ๐Ÿ‘‡ ๐™๐™–๐™ง๐™ž๐™›๐™›๐™จ ๐™–๐™ฃ๐™™ ๐™ˆ๐™ค๐™ง๐™š ๐™๐™–๐™ง๐™ž๐™›๐™›๐™จ Trump proceeded with implementing tariffs, including... Show More

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