𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝗥𝗲𝘃𝗶𝗲𝘄: 𝗔 𝗦𝘁𝗿𝗼𝗻𝗴 𝗠𝗼𝗻𝘁𝗵 & 𝗮 𝗙𝗼𝗰𝘂𝘀 𝗼𝗻 𝘁𝗵𝗲 𝗟𝗼𝗻𝗴 𝗧𝗲𝗿𝗺
Hello everyone,
After taking some time off this summer, I’m happy to be back with our performance review.
September was a very strong month for the portfolio, finishing up +𝟰.𝟰𝟴%. This was a solid result that outperformed the $SPX500 and was broadly in line with a strong month for the $NSDQ100.
More importantly, this month’s performance reinforces our positive long-term trajectory after a flatter period over July and August. The bigger picture remains our primary focus:
➤ 𝗬𝗧𝗗 (𝟵 𝗠𝗼𝗻𝘁𝗵𝘀): The portfolio is up +𝟮𝟴.𝟴𝟵%, which is more than 11% ahead of the $NSDQ100.
➤ 𝟭 𝗬𝗲𝗮𝗿: We have delivered a +𝟰𝟱.𝟰𝟱% return. This is a result I'm proud of, showing strong performance that is competitive even when measured against top eToro investors like thomaspj.
While market returns were slower over the summer, it was a crucial period for portfolio management. We used that time to make key strategic adjustments, successfully lowering our official risk score from 𝟲 to 𝟰 and creating a more resilient foundation for the long haul.
Discipline and a long-term view are the keys to navigating any market. I will be posting a more detailed analysis next week.
Thank you for your continued trust.