Did we survive the 3rd recession of 2025?

Week 49 - Equity Portfolio Update

Nov 30, 2025

∙ Paid

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TL;DR
🏥 Health Cares continues to lead.
🛢️ Energy looks like HC 3 months ago..
⑦  Mag 7 looking a little limp.

A more even spread compared to last week for sure but again Health Care leads the way. Remember that in August the wider financial media were righting off the Health Care sector United Health was heading into bankruptcy etc etc

You can find more info into what these numbers mean below in the new subscriber intro video.

Paid subscribers have access to all the charts that make up these posts to see all the data even that data I don’t make a comment on.

Now it is one of only 2 sectors leading the wider index.

This is a small snapshot of one of the charts subscribers have access to that shows every ticker in the SP500 index. We show our SoS (Strength of Signal) score which is our main way to rank each ticker against each other. performance over 1 week, 1 month and 3 month. If it is a long and if our momentum scores are in an uptrend.

Current Open Equity = 30.8%
Stop Loss Trigger = 29.1%
Current Closed Equity Return = 24.2%

Our open equity outstanding is ~31% since we started in Dec ‘23. We have been able to capture ~24% returns in closed trades, meaning ~7% open equity still belongs to Mr Market. Until we close the trade it doesn’t yet belong to us!

Do I wish it was higher? Of course I do! Equities have had a crazy year in 2025 and I wish I had captured more of it.

I am also super proud that the system in the panic of April allowed us to keep our head and not make any stupid forced mistakes.

Everyday is a school day.

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