Returns

A question I often get asked is what my returns are. Well, they are as below

For the first few years I don't have accurate numbers but I know the returns were substantially better CAGR wise albeit from a smaller base. Therefore, not as telling or representative anyway.

2022 onwards I do have accurate readings:

2022: -30%

2023: +94%

2024: +61%

2025 so far: +18% (FX adjusted would be +25%)

This means my annualised return CAGR since 2022 is ~31% and the equity curve is as below

For context S&P CAGR in that time Is ~7% meanwhile the QQQ has returned 8.77% Annualised.

Very thankful and humbled for the performance so far and the goal going forward is to maintain this. The holy grail will be to outperform in a down market and an up market; strong risk management will be imperative to achieve this. Risk management is a topic I think a lot about and will discuss in depth in a future post for subscribers.

Thank you for reading.