2Mes·

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 (-7,5%)

$KGX (-9,29%)

$FN (-7,21%)


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


$CTMX (-5,14%)

$SQ (-2,69%)

$INOD (-3,19%)


However, the following did not go well at all

$ENPH (-4,67%)

$US60855R1005 (-4,22%)

$1SXP (-2,62%)


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


Best regards

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