Jacobus Enslin
Jacobus Enslin @Enslinjaco

Resultat
Alla

-7.49%2026
2026
38.87%2025
2025
-1.96%2024
2024
23.79%2023
2023
37.03%2022
2022
14.02%2021
2021
38.9%0%-38.9%
Diskussioner
Jacobus Enslin
Jacobus Enslin
Storbritannien
16 d
𝙅𝙪𝙣𝙚 𝟮𝟬𝟮𝟲 𝙪𝙥𝙙𝙖𝙩𝙚 𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚 • The portfolio returned -8.31% in June vs -1.06% for the SP500. • YTD the portfolio returned -6.14% vs the SP500 return of 9.55%. • The annualized return since inception of the portfolio is 18.51% vs 12.65% for the SP500. The market is currently... Visa mer Översätt
Jacobus Enslin
Jacobus Enslin
Storbritannien
2 mån
𝙈𝙖𝙮 𝟮𝟬𝟮𝟲 𝙪𝙥𝙙𝙖𝙩𝙚 𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚 • The portfolio returned 5.49% in May vs 5.15% for the SP500. • YTD the portfolio returned 2.36% vs the SP500 return of 10.73%. • The annualized return since inception of the portfolio is 20.8% vs 13.09% for the SP500. $VTY.L (Vistry Group PLC) had... Visa mer Översätt
Jacobus Enslin
Jacobus Enslin
Storbritannien
3 mån
𝘼𝙥𝙧𝙞𝙡 𝟮𝟬𝟮𝟲 𝙪𝙥𝙙𝙖𝙩𝙚 𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚 • The portfolio returned 4.62% in April vs 10.42% for the SP500. • YTD the portfolio returned -2.96% vs the SP500 return of 5.31%. • The annualized return since inception of the portfolio is 19.93% vs 12.22% for the SP500. $GOOG (Alphabet) reported... Visa mer Översätt
Jacobus Enslin
Jacobus Enslin
Storbritannien
4 mån
𝙈𝙖𝙧𝙘𝙝 𝟮𝟬𝟮𝟲 𝙪𝙥𝙙𝙖𝙩𝙚 Since no one knows when the Strait of Hormuz will open or the extent of damage to energy infrastructure, I'm not even going to speculate on the outcome. Trading the situation is complicated by wild volatility driven by the reality of energy shortages and Trump’s... Visa mer Översätt
Jacobus Enslin
Jacobus Enslin
Storbritannien
5 mån
Redigerad
𝙁𝙚𝙗𝙧𝙪𝙖𝙧𝙮 𝟮𝟬𝟮𝟲 𝙪𝙥𝙙𝙖𝙩𝙚 𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚 • The portfolio returned -4.90% in February vs -0.87% for the SP500. • YTD the portfolio returned 0.12% vs the SP500 return of 0.49%. • The annualized return since inception of the portfolio is 21.4% vs 11.60% for the SP500. 𝘾𝙤𝙢𝙢𝙚𝙣𝙩𝙖𝙧𝙮 I... Visa mer Översätt
Jacobus Enslin
Jacobus Enslin
Storbritannien
6 mån
𝙅𝙖𝙣𝙪𝙖𝙧𝙮 𝟮𝟬𝟮𝟲 𝙪𝙥𝙙𝙖𝙩𝙚 𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚 • The portfolio returned 5.28% in January vs 1.37% for the SP500. • The annualized return since inception of the portfolio is 23.06% vs 12.01% for the SP500. 𝘾𝙤𝙢𝙢𝙚𝙣𝙩𝙖𝙧𝙮 During January I hesitantly sold out of the position in $INPST.NV... Visa mer Översätt
Jacobus Enslin
Jacobus Enslin
Storbritannien
7 mån
𝘿𝙚𝙘𝙚𝙢𝙗𝙚𝙧 𝟮𝟬𝟮𝟱 𝙪𝙥𝙙𝙖𝙩𝙚 𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚 • The portfolio returned 0.85% in December vs -0.05% for the SP500. • The portfolio returned 38.86% in 2025 vs the SP500 return of 16.39%. • The annualized return since inception of the portfolio is 22.21% vs 11.92% for the SP500. 𝘾𝙤𝙢𝙢𝙚𝙣𝙩𝙖𝙧𝙮 I... Visa mer Översätt
Jacobus Enslin
Jacobus Enslin
Storbritannien
8 mån
𝙉𝙤𝙫𝙚𝙢𝙗𝙚𝙧 𝟮𝟬𝟮𝟱 𝙪𝙥𝙙𝙖𝙩𝙚 𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚 • The portfolio returned -5.43% in November vs 0.13% for the SP500. • YTD the portfolio returned 37.69% vs the SP500 return of 16.45%. • The annualized return since inception of the portfolio is 22.41% vs 12.15% for the SP500. 𝘾𝙤𝙢𝙢𝙚𝙣𝙩𝙖𝙧𝙮 The... Visa mer Översätt
Jacobus Enslin
Jacobus Enslin
Storbritannien
9 mån
𝙊𝙘𝙩𝙤𝙗𝙚𝙧 𝟮𝟬𝟮𝟱 – 𝙈𝙤𝙣𝙩𝙝𝙡𝙮 𝙪𝙥𝙙𝙖𝙩𝙚 𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚 • The portfolio returned 0.31% in October vs 2.27% for the SP500. • YTD the portfolio returned 45.60% vs the SP500 return of 16.30%. • The annualized return since inception of the portfolio is 24.33% vs 12.35% for the... Visa mer Översätt
Jacobus Enslin
Jacobus Enslin
Storbritannien
10 mån
𝙎𝙚𝙥𝙩𝙚𝙢𝙗𝙚𝙧 𝟮𝟬𝟮𝟱 – 𝙈𝙤𝙣𝙩𝙝𝙡𝙮 𝙪𝙥𝙙𝙖𝙩𝙚 𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚 • The portfolio returned 12.11% in September vs 3.53% for the SP500. • YTD the portfolio returned 45.15% vs the SP500 return of 13.72%. • The annualized return since inception of the portfolio is 24.75% vs 12.04% for... Visa mer Översätt

Om Jacobus Enslin
Storbritannien
Strategi: Värde

Concentrated long-only equities portfolio. No Leverage or shorting.
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2.2K Kopierare
5.4M Följare

Liknande handlare

Nyligen handlad

ASPI
ASPI
Stängd•21/07/26, 13:43
▴-58.15%
V/F
ASPI
ASPI
Stängd•21/07/26, 13:43
▴-54.24%
V/F
ASPI
ASPI
Stängd•21/07/26, 13:43
▴-8.87%
V/F
CSIQ
CSIQ
Öppnad•20/07/26, 18:34
▴1.02%
V/F
CRGY
CRGY
Öppnad•17/07/26, 19:44
▴3.20%
V/F