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-12.06%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%
Jacobus Enslin
Jacobus Enslin
Vương quốc Anh
𝙎𝙚𝙥𝙩𝙚𝙢𝙗𝙚𝙧 𝟮𝟬𝟮𝟲 𝙪𝙥𝙙𝙖𝙩𝙚 𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚 • The portfolio returned -10.81% in September vs -0.45% for the SP500. • YTD the portfolio returned -10.78% vs the SP500 return of 11.77%. • The annualized return since inception of the portfolio is 16.54% vs 12.46% for the SP500. September... Xem thêm Dịch
Jacobus Enslin
Jacobus Enslin
Vương quốc Anh
𝘼𝙪𝙜𝙪𝙨𝙩 𝟮𝟬𝟮𝟲 𝙪𝙥𝙙𝙖𝙩𝙚 𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚 • The portfolio returned 4.64% in August vs 2.62% for the SP500. • YTD the portfolio returned 0.03% vs the SP500 return of 12.28%. • The annualized return since inception of the portfolio is 19.27% vs 12.75% for the SP500. 𝘾𝙤𝙢𝙢𝙚𝙣𝙩𝙖𝙧𝙮 Positive... Xem thêm Dịch
Jacobus Enslin
Jacobus Enslin
Vương quốc Anh
𝙅𝙪𝙡𝙮 𝟮𝟬𝟮𝟲 𝙪𝙥𝙙𝙖𝙩𝙚 𝙋𝙚𝙧𝙛𝙤𝙧𝙢𝙖𝙣𝙘𝙚 • The portfolio returned 1.85% in July vs -0.13% for the SP500. • YTD the portfolio returned -4.41% vs the SP500 return of 9.41%. • The annualized return since inception of the portfolio is 18.60% vs 12.42% for the SP500. $BFIT.NV (Basic-Fit N.V)... Xem thêm Dịch
Jacobus Enslin
Jacobus Enslin
Vương quốc Anh
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... Xem thêm Dịch
Jacobus Enslin
Jacobus Enslin
Vương quốc Anh
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... Xem thêm Dịch
Jacobus Enslin
Jacobus Enslin
Vương quốc Anh
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... Xem thêm Dịch
Jacobus Enslin
Jacobus Enslin
Vương quốc Anh
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... Xem thêm Dịch
Jacobus Enslin
Jacobus Enslin
Vương quốc Anh
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... Xem thêm Dịch
Jacobus Enslin
Jacobus Enslin
Vương quốc Anh
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... Xem thêm Dịch
Jacobus Enslin
Jacobus Enslin
Vương quốc Anh
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... Xem thêm Dịch

Giới thiệu Jacobus Enslin
Vương quốc Anh
Chiến lược: Giá trị

Concentrated long-only equities portfolio. No Leverage or shorting.
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