Back to Performance
Annual Detail
2025
Annual Return
+23.96%
Monthly Returns
Monthly Detail
| Month | Return | Portfolio Value | # Stocks | Holdings |
|---|---|---|---|---|
| January 2025 | +2.05% | $13.26M | 20 | View |
| January 2025 | +5.06% | $13.93M | 20 | View |
| February 2025 | -5.16% | $13.22M | 20 | View |
| March 2025 | -6.36% | $12.37M | 20 | View |
| April 2025 | -3.53% | $11.94M | 20 | View |
| April 2025 | +3.25% | $12.33M | 20 | View |
| May 2025 | -0.43% | $12.27M | 20 | View |
| May 2025 | +6.57% | $13.08M | 20 | View |
| June 2025 | +6.05% | $13.87M | 20 | View |
| July 2025 | -0.21% | $13.84M | 20 | View |
| August 2025 | -2.67% | $13.47M | 20 | View |
| August 2025 | -0.34% | $13.43M | 20 | View |
| September 2025 | +1.88% | $13.68M | 20 | View |
| September 2025 | +7.42% | $14.69M | 20 | View |
| October 2025 | +5.67% | $15.53M | 20 | View |
| November 2025 | -1.05% | $15.37M | 20 | View |
| December 2025 | +4.85% | $16.11M | 20 | View |