Model Portfolio 2025-04
March closed with a modest gain of +0.4%, leaving our year-to-date performance at -2.81%, and bringing our total since inception in January 2023 to 73.28%. … Read more
March closed with a modest gain of +0.4%, leaving our year-to-date performance at -2.81%, and bringing our total since inception in January 2023 to 73.28%. … Read more
Last month was absolutely horrible for shipping, dragging our performance down to -8.15% for February and bringing our year-to-date to -3.21%. At the beginning of … Read more
After an eventful January that gave us its fair share of market swings, we can report a robust 5.39% gain for the month, putting our … Read more
As the year comes to a close, it’s time to reflect on the rollercoaster ride that was 2024. Despite a challenging second half, the portfolio … Read more
It’s been a while since the last portfolio update, as I was on vacation. Unfortunately, the market didn’t take a break, and the past two … Read more
On vacation. No portfolio update this month.
September was a great month for us, delivering a MTD gain of 4.59%, bringing our YTD performance to 39.98%. We’re also celebrating a new all-time … Read more
August wasn’t the best month for us, ending with an MTD decline of -2.04%. However, with some cash still on hand, valuations are beginning to … Read more
No changes were made to the positions in the portfolio. Normally, I would have added ZIM, but I was on vacation and didn’t want to … Read more
Last month started poorly, but we saw a rebound. We ended the month flat with a 0.05% change, which means our YTD performance remains relatively … Read more