Portfolio Update — November 4th 2025
We just closed October with a +1.3% gain, marking another consistent month in what has been a remarkable year.
Since launching in August 2021, our portfolio has delivered the following annual returns:
• 2021 (Aug–Dec): +2.76%
• 2022: –14.7%
• 2023: +45.58%
• 2024: +20.69%
• 2025 (Jan–Nov): +33.42%
Over this period (~4.25 years), the portfolio achieved a total return of +104%, equivalent to a compound annual growth rate (CAGR) of ~17.8%.
🧩 Portfolio Resilience:
In 2022, when the S&P 500 dropped –19.44% (price return, no dividends), our portfolio declined by only –14.7%, showing resilience amid one of the toughest years in recent market history — marked by inflation, war, and aggressive rate hikes.
That resilience built the foundation for a strong rebound, with three consecutive years of double-digit growth reinforcing long-term consistency.
📊 Performance comparison (Aug 2021 – Nov 2025):
• Portfolio CAGR: ≈17.8%
• Nasdaq 100 CAGR: ≈14.3%
• S&P 500 CAGR: ≈11.4%
While both U.S. benchmarks posted strong multi-year gains, our portfolio delivered higher compounded and at a significantly lower risk level (⚖️ Medium Risk Profile – Level 3).
A clear demonstration that discipline, active risk management, and global diversification can outperform the market over time.
$SPX500$NSDQ100... Show More
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Sat Dec 13 2025 23:34:39 GMT+0000 (Coordinated Universal Time)
