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 (+0,26 %)

$KGX (-0,65 %)

$FN (-0,26 %)

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

$CTMX (-0,58 %)

$SQ (-0,89 %)

$INOD (-0,37 %)

However, the following did not go well at all

$ENPH (-0,27 %)

$US60855R1005 (-0,62 %)

$1SXP (-0,61 %)

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

Best regards