Portfolio Updates

Q3 2025 Portfolio Update: Reflections on -7.3% YTD

Still not a good year

Sep 30 •

Half-year 2025 update, reflections on -8.5%

Not a good year so far

Jul 1 •

Q1 Portfolio Update: Reflections on -2% YTD

Down but still ahead of the MSCI World

Apr 1 •

Reflecting on a +123% Year: Lessons from 2024

What I learned from an extraordinary year

Jan 1 •

Q3 Portfolio Update: Reflections on +88.5% YTD

A turbulent quarter ends on a high

Sep 30, 2024 •

Half-year 2024 review, reflections on +54.8%

An introduction into Inflection investing

Jul 2, 2024 •

2023 Review and Outlook for 2024

What has worked in 2023 and an outlook for the blog and my investing

Jan 4, 2024 •

Portfolio Update: Q2 2023

Find out what companies I bought and sold in Q2 2023

Jul 8, 2023 •

Portfolio Update Q1 2023

Reflection and updates on the companies I own

Apr 10, 2023 •

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