September Portfolio Update
My portfolio gained +1.44% in September, slightly underperforming the S&P 500 and the Euro Stoxx 50, both of which have now recovered and even surpassed their levels from before the tariff drama earlier this year in April.
Several holdings contributed dividend income this month, including Segro ($SGRO), Alphabet ($GOOG), Microsoft, $VGK (Vanguard FTSE Europe ETF) Unilever, and Visa.
Aside from that, it has been a quiet but positive month — no changes were made to the portfolio. Over the last three months, volatility has been much lower than expected, allowing for less impressive but steady performance.
As of now, the year-to-date return stands at approximately +14%, which is comfortably within my target range of 10–15% annualized.... Show More
Since the beginning of this year, you seem to have not closed any positions?... Show More
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Sat Dec 06 2025 22:01:47 GMT+0000 (Coordinated Universal Time)
