π° Happy to report that we are taking home a nice profit on one of the portfolio's biggest positions:
$SIG (Signet Jewelers LTD) , closed today with a total profit of +84% ! (plus some dividends)
Important one, for a couple of reasons:
β Big impact: position was 6.4% of the total portfolio (mainly due to the strong performance, was smaller initially)
β Patience paid off (63% of the total position was from Sep 2022)
β Dip buying paid off: added to the position in March 2025 -> +130% in 7 months
π΅ Buy prices: 60, 76, and 48 USD, in Sep 2022, Sep 2024, March 2025.
Sell price today: just below 110 USD per share.
βWeighted average holding time: 2.3 years.
CAGR: around +30% p.a.
β° Perfect time to take profits.
Even if there is still some potential left in the stock, we have been rewarded handsomely in a relatively short time.
It is now time to recycle that capital into other opportunities. π
Figured this would be interesting for some of you. π
Have a great evening!
Ingvar... Show More
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Sat Dec 06 2025 08:37:41 GMT+0000 (Coordinated Universal Time)
