2025 was a nice year for the portfolio. My goal here is to look back on the year in order to: * Understand what contributed to my performance. * Gain some insights into how I can sustain or improve performance Performance contribution by symbols (extracted from IBKR) (data was extracted on 27
November review Ended the month up just a bit, pushing the YTD performance to 92%. Felt jittery this month, putting on and reducing exposure a few times. Trades in higher beta growth and Chinese names post the Trump-Xi meeting did not go so well, with many of my attempted entries
The month started off with indices extended, and very quickly, I caught myself making some obvious mistakes. I didn't give up much in the pullback (and have mostly made it back due to core names I am in performing well), but could have given back a lot less.
October review Everyone was worried that the next big crash was coming soon, myself included. A couple of weeks in, I went from 130% long to just 70% long in the span of about 15 minutes. I've since reshuffled my holdings a bit, and am back to almost
"What is stopping you from achieving your 10 year goals in 2 years?" Some time ago, I saw a post on social media asking something along these lines. It wasn't anything groundbreaking, but it stuck with me. About a month ago, around the same time I
Met a friend a couple of weeks ago, and the topic of the market and our recent performance came up. He asked "What changed?", and I actually couldn't come up with an answer - maybe I was just lucky to be holding the right names into
Trimmed my exposure significantly around 10 October (?) from 170% long down to 80%, after seeing Trumps tweet about tariffs on China (again). Remaining names are mostly value which I'm less worried about, but am watching closely to potentially lighten up more if the market weakens further here. Held
Quick first post to get things started. The market's been strong, which has been nice for the portfolio. How much of it is due to stock selection, and how much of it to the bull market is hard to know, but there is a definitely correlation when comparing