Hello, I hope you are all well. Sending out a portfolio update as two names have been removed and one new name added since last week.
In this portfolio update we will take a look at:
Position size for each holding,
Cost Basis,
Intended holding period and
Infographic grouping holdings into ones I plan to hold vs those that could be cut.
As mentioned in previous posts, stock write ups will always remain free but I’ll continue to keep my portfolio and live updates for premium subscribers for their support.
If interested in favourite set-ups and live alerts of portfolio updates (all buys and sells), consider upgrading at your convenience.
Performance: YTD and since Inception of SixSigmaCapital (Equities Only)
2023: +94%
2024: +61%
2025 YTD: +64%
TWR since Inception of SixSigmaCapital is thus 412.24% or a 5.12x of the portfolio. The CAGR is ~80.43%.
I am pleased as these returns were achieved without margin, options, or leverage, but I am not blinded by the fact that the market has been strong this year. However, I remain optimistic for strong future returns based on how I have positioned the portfolio.
Current Positions in Size Order with Cost Basis (CB)
Cash: ~17%