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

In May, our portfolio achieved great results with a monthly gain of 16.67%, bringing our year-to-date increase to 38.84% and our overall growth since inception … Read more

In April, our portfolio performed exceptionally well, achieving a growth of 4.88%, which pushed our year-to-date gains to 19.00% and our total increase since we … Read more

In March, our portfolio grew by 4.27%, bringing our gain for the year to 13.46% and our total gain since we started in January 2023 … Read more

No changes were made to the existing positions. February saw our portfolio decrease by -0.65%, bringing our performance to 8.82% year-to-date and 62.23% since we … Read more

No changes were made to the positions in the portfolio. January was a great start to the year, achieving a performance of 9.53% with our … Read more

Happy New Year, everyone! It’s been a whole year since we started sharing our model portfolio with you all. And what a year it’s been! … Read more