We are entering november which means 2026 is coming fast. And as usual that means changes to my portfolio. 2025 has been good to us so far:
💚 + 22.3% vs. 14.5% $SPX500
The past quarter has been quite in my portfolio but looking at the entire year I can not bu unhappy with these results. I aim to overperform and so far the strategy has proven itself. Last year the return was +29.6% also beating the $SPX500 . And Since joining eToro according to Bullaware I am up +71.8% looking at the end of october while the $SPX500$SPY (SPDR S&P 500 ETF) is up +50.6%which is a significant overperformance.
All of it has been using a rule-based approach which means I try to take human emotions and gut feeling out of investing and base all decisions on data and rules.
If you have followed me for a while and understand the strategy you know I run a quite data-based strategy and a rule-based approach. And one of my main rules is to rebalance completely and rearrange the portfolio at the end of each year.
It is not because I think something magical happens to new companies once the year changes from 2025 to 2026 but this calendar change is usually quite important for the market. New things can happen in a new year and new companies come in focus. That is why rebalancing and rearranging coming into a new year is an important part of my approach.
At the same time this is an opportunity for me to add more funds into my investments and as I have done through the year when making smaller changes I will also invest even more when arranging the new portfolio.
Happy investing and thanks for following along!
Disclaimer: This is in no way investment advice to buy, sell or hold any specific positions. You should always make your own investment decisions. Investing bears certain risks and puts your capital at risk. Historical and backtested results are in no way equal to future returns. Future returns can vary significantly from historical and backtested results. Backtested results are not an indication for potential future returns.
... Show More
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
Thu Jan 15 2026 04:44:40 GMT+0000 (Coordinated Universal Time)
