Best wishes to everyone, of course. 2025 was another excellent year for stocks, and also for my portfolio. My portfolio rose over 19%, compared to the S&P 500's 16.4%. For the fourth year in a row, I've beaten the market, and even more remarkably, I did so with much less risk than the market. This means higher profits with fewer fluctuations for four years in a row.
I expect another good year for the coming year, provided nothing unusual happens on the global stage. Oil prices are significantly lower than a year ago. This keeps inflation low.
My portfolio will continue to focus on companies that truly contribute to society, companies that truly help it and its people move forward. From now on, I will avoid companies that primarily sell unhealthy consumer goods. I will leave my existing purchases as they are for the time being. After all, as investors, we also have a responsibility. This policy will further increase returns relative to the market as a whole.... Show More
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Mon Mar 09 2026 02:28:44 GMT+0000 (Coordinated Universal Time)
