Portfolio Review (2025)
December 2025 Markets Review
S&P 500: +0.99%
NASDAQ: +0.37%
December was interestingly, a rather mundane month. We did see a slight correction mid-month, but it recovered strongly after. I think this period has been one of re-balancing, tax-loss harvesting and preparing portfolios for the coming year.
The first few trading days of 2026 should be more telling in terms of price action.
Portfolio Performance (Since Inception)
(Portfolio Inception Date: 27th October 2023)
Portfolio: +197.04%
S&P 500: +65.46% (Outperformance: +131.58%)
NASDAQ: +87.59% (Outperformance: +109.45%)
Portfolio Performance (YTD)
Portfolio: +26.91%
S&P 500: +16.39% (Outperformance: +10.52%)
NASDAQ: +21.18% (Outperformance: +5.73%)
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I post several articles per month, ranging from extensive 50-60 pager deep dives on the most interesting businesses I can find, to shorter articles on valuations, market musings and specific verticals/geographies.
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In the next few segments, I discuss my general thoughts on the market, performance, portfolio allocation and portfolio changes.
