2Mon·

Performance 2025

Hello everyone,

I would like to wish everyone a happy holiday and a happy new year.


Here is my annual performance, which I am satisfied with, not only because of the return I achieved - some have achieved far more - but also because I was able to reduce my drawdown compared to my "comparison benchmarks".


I thought my 3 best stocks would be the ones I bought in the "Trump Crash". But the 3 best were the ones I bought before and simply held:

$CIEN (+8.01%)

$KGX (-2.43%)

$FN (+7.1%)


And also the ones I bought after the big carnage did well


$CTMX (+7.39%)

$SQ (-0.56%)

$INOD (+2.49%)


However, the following did not go well at all

$ENPH (+1.94%)

$US60855R1005 (+0.74%)

$1SXP (-0.86%)


The surprise of the year for me was silver, which of course benefited my portfolio.


Best regards

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