Dear partners,
This is the portfolio's monthly update reflecting all changes taken place in September 2025:
Current asset allocation by market sector:
- Finance: 19.51%
- Consumer non-durables: 12%
- Technology Services: 15.09%
- ETFs: 15.59%
- Consumer Services: 6.91%
- Retail Trade: 6.42%
- Distribution Services: 3.65%
- Process Industries: 2.38%
- Producer Manufacturing: 1.83%
- Electronic Technology: 1.98%
- Industrial Services: 1.73%
- Consumer Durables: 1.64%
- Health Technology: 0.93%
Liquid cash: 9.83%
War chest assets: 10% of portfolio's current net worth
Ratio of dividend paying to non-dividend paying positions:
85.37% : 14.63%
Portfolio's current standard deviation:
4.37% (as of Oct 2025, decreased from September)
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Wed Nov 19 2025 11:29:16 GMT+0000 (Coordinated Universal Time)
