The "September Effect" and Our September Performance
1. The Historical Anomaly: The "September Effect"
September has a long-standing historical reputation as the worst-performing month for US stocks.
• Historically, September is the worst-performing month for the $SPX500 , with an average decline of around -1.0% to -1.2% over the last century.
• It is the only month where the $SPX500 has historically posted negative returns more often than positive ones (falling about 55% of the time).
This consistent seasonal pattern has been dubbed "The September Effect."
2. Our September Performance: Defying the Trend
Given the market's historical challenges in September, we are pleased to report that the month is ending in the green.
We did experience some short-term volatility, with a few accounts temporarily reflecting minor paper losses. However, this positive monthly return in a bumpy month represents a solid step in the right direction for our strategy.
Crucially, our commitment to long-term value is demonstrated by our performance over a trailing 12-month period, where we remain well above the S&P 500, and our two-year return stands strong at 88.81%."
A Final Note on Strategy
We extend our sincere thanks to all my copiers for your unwavering trust.
While market volatility is unlikely to end soon, please remember our focus remains on long-term results, which are the only ones that offer predictable value over time.... Show More
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Fri Nov 14 2025 11:08:37 GMT+0000 (Coordinated Universal Time)
