๐ฟ๐๐๐๐ข๐๐๐ง ๐ฎ๐ฌ๐ฎ๐ฑ ๐ช๐ฅ๐๐๐ฉ๐
๐๐๐ง๐๐ค๐ง๐ข๐๐ฃ๐๐
โข The portfolio returned 0.85% in December vs -0.05% for the SP500.
โข The portfolio returned 38.86% in 2025 vs the SP500 return of 16.39%.
โข The annualized return since inception of the portfolio is 22.21% vs 11.92% for the SP500.
๐พ๐ค๐ข๐ข๐๐ฃ๐ฉ๐๐ง๐ฎ
I want to thank all copiers for your support during the past year. The portfolio outperformed itโs benchmark by 22% in 2025. I donโt see major risks for markets at this stage, apart from pockets of elevated valuations. It looks like an environment conducive to continued earnings growth. I donโt plan on making any major changes to the portfolio apart from deploying the 13% cash balance into equities.
Best regards and have a prosperous new year.
Jacob
... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
@Enslinjaco Hi, considering acquisition of Clever-fit, how do you think $BFIT.NV (Basic-Fit N.V) are going to pay their debt due in June 2026? Are they going to refinance that? If so on what terms? Thank you so much for your responses... Show More
Dankie Jaco! I am greatful for all your consistency...gte... Show More
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