๐ Monthly Portfolio Update โ September 2025 ๐ฑ
๐๐จ๐ง๐ญ๐ก๐ฅ๐ฒ ๐๐๐ญ๐ฎ๐ซ๐ง: +4.38% | ๐๐๐: +23.75%
This month, the portfolio delivered resilient performance, supported by diversified positioning and disciplined risk management. Our strategy remains focused on high-quality themes, liquidity, and earnings durability, while actively managing position sizing to respond to volatility across sectors.
๐ Top Contributors (MTD)
Micron Technology, Inc. (MU): +37.69% โ strong demand in memory chips drove growth.
Tesla Motors, Inc. (TSLA): +27.60% โ production efficiency and global sales momentum.
Intel (INTC): +25.61% โ gains supported by strategic execution in chip manufacturing.
These companies continue to demonstrate resilience, benefiting from both market tailwinds and solid fundamentals.
๐ป Biggest Detractors (MTD)
21Shares Bitcoin ETP (2BTC.DE): -8.95% โ impacted by crypto market volatility.
Boeing (BA): -8.33% โ cyclical weakness and supply chain pressures.
Snowflake Inc. (SNOW): -4.96% โ short-term market rotation away from growth tech.
Even with some detractors, our risk controls and diversified exposure helped minimize drawdowns.
๐ก Portfolio Highlights & Strategy
Active Position Management: Adjusted allocations to respond to sector volatility.
Quality Focus: Continued emphasis on companies with wide economic moats, consistent earnings, and long-term growth potential.
Hedging Discipline: Protected against intra-period drawdowns, maintaining stability in overall returns.
Liquidity & Flexibility: Ensuring capital is available to capture opportunities arising from market dislocations.
Our approach remains repeatable and disciplined, aiming to compound results while staying adaptable to evolving market conditions.
๐ Market & Benchmark Context
VOO (S&P 500): +13.01% YTD
QQQ (NASDAQ 100): +16.81% YTD
Relative to these indices, our strategy emphasizes risk-adjusted growth, quality holdings, and long-term compounding, rather than short-term chasing of momentum.
๐ฎ Looking Ahead
Key focus areas for the next quarter:
Monitoring margin trends and guidance revisions across sectors.
Interest rate expectations and macroeconomic shifts impacting tech and cyclical sectors.
Identifying catalysts for growth and potential market dislocations for strategic allocation.
Maintaining disciplined risk management while exploring selective opportunities in high-quality growth.
We remain confident in our framework and the long-term compounding potential of the portfolio.
๐ For Current and Prospective Copiers
Designed for long-term growth, with a 3โ10 year horizon.
Focused on quality, diversification, and prudent risk management.
Regular updates provide transparency and insights into portfolio decisions and performance.
Fact sheet: bullaware.com/etoro/khbardales
๐ Thank you for your continued trust and support!
We are committed to delivering consistent, risk-managed growth while remaining flexible to capitalize on evolving market opportunities.... Show More
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Fri Mar 06 2026 02:03:35 GMT+0000 (Coordinated Universal Time)
