End of Year Portfolio Update
Week 52 - Equity Portfolio Update
So here is the breakdown by sector of how the portfolio is positioned heading into the end of the year. Big overweights in Staples and Energy with moderate overweights in Health Care and Technology.
Lets see how this works out for us because of course everyone is predicting the end of the AI bubble in 2026.
Who knows?
Current Open Equity = 31.3%
Stop Loss Trigger = 29.5%
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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