Nicholas Erasmus
Nicholas Erasmus @NuclearNicDev

Performance
All

36.44%2026
2026
25.34%2025
2025
18.14%2024
2024
73.49%2023
2023
-47.83%2022
2022
12.13%2021
2021
112.80%2020
2020
293.16%2019
2019
-68.06%2018
2018
353.21%2017
2017
353.2%0%-353.2%
Nicholas Erasmus
August Update Another solid month, with the portfolio up 3.68%, slightly ahead of the $SPX500 (+3.0%) and $NSDQ100. $BTC continues to be a major part of the portfolio, and despite the volatility, Iโ€™m increasingly comfortable with it as a long-term holding. It has also provided some useful diversification... Show More
Nicholas Erasmus
July Update and Announcement ๐Ÿ“ฃ The portfolio finished the month down roughly in line with the $NSDQ100 (-3.5%), while the $SPX500 was down only about 0.5%. Despite that, the portfolio is still up 28% year to date, so Iโ€™m happy to zoom out and focus on the bigger picture rather than a single month. With... Show More
Nicholas Erasmus
June update for Copiers The portfolio is down just under 1% for the month, so better than the S&P 500 (down about 1.5%) and the Nasdaq (down about 3%). Tech led the pullback, with some sharp single-day drops in semiconductor names. The portfolio did Hard not to read this as a sign that parts of... Show More
Nicholas Erasmus
Monthly update for Copiers ๐Ÿš€ May was another good month, with the portfolio up just under 10%. That said, Iโ€™ve spent most of the month reducing position sizes and raising cash. Iโ€™m now sitting on more than 30% cash, which is unusually high for me. The reason is simple: the market is very hot right... Show More
Nicholas Erasmus
April update ๐Ÿš€ Massive month for the stock market and even better for the portfolio. The portfolio is up 21% in April, outperforming the $NSDQ100 (~18%) and $SPX500 (~12%). Positioning is doing what itโ€™s supposed to. $BTC (11%) remains the largest holding, followed by BWLPG (7%) and $WDC (Western... Show More
Nicholas Erasmus
Dear Copiers and Followers, Year to date the portfolio is up about 4%. Considering the backdrop, conflict involving Iran and generally shaky sentiment, Iโ€™m reasonably satisfied. The $SPX500 is roughly down 5% for the year and the $NSDQ100 about 7%, so relative performance has been good, even if markets... Show More
Nicholas Erasmus
January 2026 Update ๐Ÿš€ The portfolio is up 8% this month, handily beating the $NSDQ100 +1% and the $SPX500 +1.4%. This is largely due to the large position in $WDC (Western Digital Corporation) which soared by 45% this month. Most of the bigger holdings have had a very tough month. After careful... Show More
Nicholas Erasmus
2025 Recap for Copiers ๐Ÿ“ˆ The portfolio ends 2025 with a 24% gain, beating out the $SPX500 (up 17%) and $NSDQ100 (up 21%). My personal highlight was withdrawing about a third of my capital for a deposit on a property. Itโ€™s very satisfying when years of investment and trading pay off! ๐Ÿก As a portfolio... Show More
Nicholas Erasmus
๐Ÿ“ฃ ๐—œ๐—บ๐—ฝ๐—ผ๐—ฟ๐˜๐—ฎ๐—ป๐˜ ๐—บ๐—ฒ๐˜€๐˜€๐—ฎ๐—ด๐—ฒ ๐˜๐—ผ ๐—ฐ๐—ผ๐—ฝ๐—ถ๐—ฒ๐—ฟ๐˜€ ๐Ÿ“ฃ I am withdrawing a significant amount from the portfolio - ๐Ÿฏ๐Ÿฑ% ๐Ÿก ๐—ฃ๐˜‚๐—ฟ๐—ฝ๐—ผ๐˜€๐—ฒ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐˜„๐—ถ๐˜๐—ต๐—ฑ๐—ฟ๐—ฎ๐˜„๐—ฎ๐—น: I've found my dream property in South Africa and need cash for paying a deposit and transfer fees. After years of investment... Show More
Nicholas Erasmus
๐Ž๐œ๐ญ๐จ๐›๐ž๐ซ ๐”๐ฉ๐๐š๐ญ๐ž ๐Ÿ๐จ๐ซ ๐‚๐จ๐ฉ๐ข๐ž๐ซ๐ฌ ๐š๐ง๐ ๐…๐จ๐ฅ๐ฅ๐จ๐ฐ๐ž๐ซ๐ฌ ๐Ÿš€ As the portfolio has grown over the years, my risk appetite has naturally decreased. The ๐Ÿ‘๐ŸŽ% increase this year and ๐Ÿ๐Ÿ”๐ŸŽ% ๐จ๐ฏ๐ž๐ซ ๐ญ๐ก๐ž ๐ฅ๐š๐ฌ๐ญ ๐Ÿ ๐ฒ๐ž๐š๐ซ๐ฌ has yielded a significant amount of capital for me as a... Show More

About Nicholas Erasmus
South Africa
Strategy: Growth

I'm a nuclear physicist turned software engineer from Cape Town ๐Ÿ‡ฟ๐Ÿ‡ฆ
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62 Copiers
3.9K Followers