Monday, October 06, 2025

September 2025 Report

I’m finally back in the green with a whopping +0.50% gain for the year. It’s a hard game when you see the S&P 500 up ~ 18% and just running circles around you. I’m trying to be disciplined and not chase things at these levels. I’m still raising cash and just want to see how things evolve. I’m still holding tight on my core positions (Apple, Visa, Mastercard and Constellation Brands). Constellation Brands is a tough one to hold with what’s going on, but I just see this as a temporary blip.
 
At this point in my life, I’m just looking at the preservation of capital and not looking for any crazy outsized returns like my earlier days. Once you get to a certain point, you just want to start to derisk and not let a black swan event take you down.
 
 
2025 Performance = +0.50% with the running monthly returns as follows:
 
January - 2.61%
February + 2.79%
March – 4.16%
April - 1.67%
May + 0.07%
June - 0.96%
July + 0.31%
August +5.57%
September +1.50%