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%
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%