Portfolio Update – July
July was a good month for my portfolio, finishing up 3.39%, while the S&P 500 was essentially flat, gaining only around 0.1%.
The month didn't start particularly well. In fact, the portfolio was in negative territory until July 22nd. However, from July 22nd until the end... Visa mer Översätt
Portfolio Update
We wrapped up another quiet month with a modest +0.21% gain, performing right in line with the S&P 500 (+0.13% MTD).
Despite a strong start, being up +2.5% to +3% in the first five days, market momentum shifted. The reignited conflict involving Iran and ongoing tensions along... Visa mer Översätt
Portfolio Update
My portfolio saw a small gain in June of +0.5% and a strong start to July, with a +1.5% increase in the first three days.
Combined, this brings my year-to-date performance to +3.39%. Lagging behind the S&P 500's +9.11%, Berkshire Hathaway's flat performance has been a... Visa mer Översätt
Portfolio Update
This month, my portfolio is up a modest 0.10%, while the S&P 500 is down 1.3%, the Nasdaq is down 2.1%, and the Dow Jones is the only major U.S. index in positive territory at +0.95%. European stocks performed somewhat better this month, with the Euro Stoxx 50 up 4.2% since June... Visa mer Översätt
May Update
My portfolio gained +1.4% in May, while global markets showed strong resilience. The S&P 500 surged ~4.8% to near 7,580, fueled by exceptional earnings and massive AI infrastructure spending. The Nasdaq rode the same tech-driven wave as upward earnings revisions kept buyers aggressive.
... Visa mer Översätt
Portfolio update
It's already mid-May, and my portfolio seems to have recovered from the March dip. It is now back in positive territory on a year-to-date basis, showing a fragile 2.5% gain. Yet, given the current context and the volatility we've seen over the last two years, I’m more than happy... Visa mer Översätt
Portfolio Update
My portfolio has increased by approximately 5% so far this month and is now close to breaking even on a year-to-date basis, currently sitting at around -1%. In comparison, the S&P 500 is up roughly 4% year-to-date.
This underperformance is largely the result of my significant exposure... Visa mer Översätt
Portfolio update
March 2026 was one of the worst months in recent years for my portfolio, with a performance of -6.25%. The last time I experienced a similar month was in 2022, when the SPX500 was down 4.3%, while the Euro Stoxx 50 had nearly twice the negative performance at -8.6%.
BRK was down 5.8%... Visa mer Översätt
Portfolio Update
My portfolio is currently experiencing a mediocre period, which happens over long periods within a passive, long-term investment strategy.
Performance fluctuations are natural; since performance is measured over a multi-year horizon, the current positioning remains sound.
The... Visa mer Översätt
Some positive news : tarrif relief
In a 6-3 ruling, the Supreme Court struck down the sweeping tariffs Trump had imposed using the International Emergency Economic Powers Act (IEEPA). The Court ruled that while the law allows the president to "regulate" commerce during emergencies, it does... Visa mer Översätt
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Sat Aug 08 2026 10:19:18 GMT+0000 (Coordinated Universal Time)