𝗛𝟭 𝟮𝟬𝟮𝟱 𝗥𝗲𝘃𝗶𝗲𝘄: 𝗦𝘁𝗿𝗼𝗻𝗴 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 & 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗦𝗵𝗶𝗳𝘁𝘀
Hello everyone,
As June and the first half of 2025 come to a close, it's time for a detailed review of our performance. It was a milestone month, marking my first as a Popular Investor, and I'm thrilled with the results and the community we are building.
A very warm welcome to the 11 new followers and 1 new copier who joined us in June. We end the first half of the year with 2 copiers and 21 followers, and I am grateful for your trust.
𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀
The first half of the year has been exceptionally strong, with our portfolio significantly outperforming the major benchmarks across all key time frames.
For June: The portfolio returned +10.40%, outperforming the $NSDQ100 (+6.33%) by over 4%.
For H1 2025 (YTD): We closed the first half with a +23.61% gain, more than triple the return of the $NSDQ100 (+7.88%).
Over the last 12 months: Our strategy has delivered a +46.85% return, more than double the performance of the $NSDQ100 (+22.32%).
This consistent outperformance is a direct result of our disciplined, long-term strategy focused on high-quality technology leaders.
𝗞𝗲𝘆 𝗗𝗿𝗶𝘃𝗲𝗿𝘀 & 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀
Our performance this month was driven by the continued strength in our core semiconductor holdings. $NVDA and $AMD were the top performers, validating our thesis on the long-term growth of AI infrastructure.
The most important strategic decision this month was the reallocation of capital away from what I see as maturing business models.
We closed our position in $GOOG due to concerns about the long-term threat AI poses to its core Search business.
We trimmed our overweight $NVDA position as a prudent risk management measure.
We used that capital to initiate positions in $MRVL and $DDOG sharpening our portfolio's focus on the high-margin "picks and shovels" of the AI and Cloud revolutions. These new positions have already started contributing positively.
Our worst performer this month was $CRWD which saw a minor pullback along with other software names. However, my conviction in its long-term thesis as a cybersecurity leader remains unchanged, and it remains a core holding.
Thank you again for a fantastic first month. I am very optimistic about the second half of the year.