September Portfolio Update!
August closed at +3.61%, a bit softer than the +4.48% I had mid-month last time. September has been quiet, basically flat at -0.05% so far.
Year sits at +13.86%, down a touch from last month's +14.88% with the soft September start, but still comfortably above the +10%... Show More
August Portfolio Update!
July closed red at -5.95%, and August is at +4.48% so far, so we've recovered part of what July gave back but not all of it — net roughly -1.7% over the two months together.
Year is back to +14.88%, comfortably above the +10% target line again after sitting right on it... Show More
July Portfolio Update!
June closed quietly at +1.61%, a calm end to a strong run. July has turned though, currently -6.35%, the first red month since March. Gives back a good part of the lead we had built, nothing dramatic, just a pullback after three green months.
Year is now at +9.49%, right back... Show More
June Portfolio Update!
May closed up around +9.7%, stronger than the +2.47% I flagged mid-month. June has been quieter, currently +2.27%.
Year is now at +17.67%, comfortably above the +10% target pace, though half the year is still ahead.
One small new position this month, $IMU.ASX (Imugene Ltd) ,... Show More
May Portfolio Update!
April closed +9.46%. May is holding green at +2.47% MTD will see how the rest of the month plays out.
Year sits at +7.48%, still below the +10% target pace.
No moves on the portfolio, same strategy.
Crypto cooled mid-month I think, on the hot PPI print and Iran/oil supply worries,... Show More
April Portfolio Update!
Big bounce back this month at +10.08%, roughly offsetting the -8.48% March close. Net we are about flat over the two months but the trend feels right.
Year is back in positive territory and we are around the +650% mark since May 2019, back above the 600% line I said we would... Show More
March Portfolio Update!
Nothing much to say about the downturn, we will keep with the same strategy.
We are currently at about -7.5% a big hit no doubt, hopefully things will cool down and commerce continues. For sure damage is already done.
Increased FTSE cause the downturn I think showed a good... Show More
February Portfolio Update!
Well this is late update for February, I've been having some vacation days so things slipped a bit in the admin side.
January surprised me ending at +2.09%, I was expecting a drawback. February seems to be heading to the green around the same numbers so in general these... Show More
ANNUAL REVIEW
2025 done, we managed a +22% I think that is not bad at all. Since inception, we have a 600% gain in that same period S&P had 115%! The purpose of this portfolio is to generate more return than indexing and it's seems to be working!
Some stats next, feel free to ask any question... Show More
January Portfolio Update!
Last month of 2025 finished at a healthy +1.47%, not a bad ending after fall. We accomplished a +22.15% for 2025 which beat the S&P 17.9% by a good margin, that's another win we can take!
I hope you are having a great 2026 so far, this portfolio will continue to work... Show More
1
0
0
Join Millions of Traders
Find a trader you like and click copy. When they trade, you trade.
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Mon Oct 05 2026 09:32:19 GMT+0000 (Coordinated Universal Time)