Wessel Vleut @WesselV: "Why Investing is a Marathon,..."

Netherlands

Why Investing is a Marathon, Not a Sprint: My Portfolio Analysis Investing is often framed as a "get-rich-quick" scheme, but if you look at my performance over the past few years, you will see the reality: investing is a process of trial, error, and, most importantly, sticking to a disciplined strategy. The Data: A Story of Improvement If you look at my monthly returns, you can see a clear trend. The years 2021 and 2022 were challenging, with some significant losses. However, the performance in 2024 and 2025 is the result of refining my strategy and staying the course. 2021: -7.64% (The learning phase) 2022: -21.39% (A difficult market year) 2023: +28.27% (The recovery) 2024: +29.58% (Consistent growth) 2025: +32.08% (Focus and optimization) The Metrics: How I Measure Success To understand if I am on the right track, I look beyond simple profit. Here is what the metrics in my dashboard mean in plain English: Beta (0.64): This shows how much my portfolio moves compared to the general market. A Beta below 1.0 means my portfolio is less volatile (quieter) than the market. I am achieving better results with less "rollercoaster" movement. Sharpe Ratio (1.33): This is the gold standard for efficiency. It measures how much extra return I get for the risk I take. Anything above 1.0 is considered good; 1.33 shows my portfolio is very efficient. Sortino Ratio (3.11): Similar to the Sharpe ratio, but it focuses only on "bad" volatility (losses). A score of 3.11 is exceptionally high and proves that my downside risk is well-managed. Jensen’s Alpha (35.2): This indicates how much I have performed above what should be expected based on market risk. A score of 35.2 is very strong. Omega Ratio (2.9): This looks at the probability of winning versus the probability of losing. A score near 3 means the chance of a positive outcome is significantly higher than the chance of a loss. Treynor Ratio (4.46): This relates returns to systematic risk. A high score confirms that my risk management is paying off. Information Ratio (1.13): This measures my ability to consistently outperform the market benchmark. Anything above 1.0 is excellent. Calmar Ratio (2.71): This compares my return to my largest "drawdown" (my biggest dip). A score of 2.71 proves that I recover quickly after a market correction. It Is Not Always Sunshine Look at 2022: a loss of more than 20%. That was painful. In those moments, it is tempting to sell everything and quit. But investing is never a straight line up. My strategy—focusing on quality companies like Amazon: $AMZN (Amazon.com Inc) $ASML (ASML Holding NV) $AAPL (Apple) $GOOG (Alphabet) $AVGO (Broadcom Inc) $SOFI (SoFi Technologies Inc) $KOPN (Kopin Corp) $NOW (ServiceNow Inc) $ZETA.US (Zeta Global Holdings Corp) $SHOP (Shopify Inc.) helped me stay the course. The goal is not to be perfect; the goal is to have a system that helps you recover and grow after a setback. What is your biggest strength as an investor?

Not investment advice. The author may have financial interests in the mentioned instruments.

I focus on long-term gains.

100.00%

I pick quality companies

100.00%

I buy the market dips

100.00%

I stay ahead of the crowd

100.00%