Portfolio Update - February
25.3% CAGR since inception and -0.30% YTD
Welcome to my second portfolio update of the year. After a strong start in January, February was rather disappointing, wiping out all the gains from the first part of the year.
My YTD now sits at -0.30%.
However, since inception (01-01-2023) my portfolio is still up 95,7%, which means a ≈25.3% CAGR.
I track my portfolio in ‘‘real currency’’ (Euros) and currency-adjusted. Below is my return vs the S&P500 in Euros. Due to currency headwinds in the past years, the return in euros is lower than the overall 95.7% return you see here.
Novo Nordisk which is one of my core holdings, had a big negative impact on my portfolio, as they had one of the worst months in a long time, down 40% in the span of 4 weeks.
Every month I will give insight into how my portfolio has done that month. In these updates I will provide information on:
What my portfolio looks like (holdings + cost basis)
Performance (vs. benchmarks)
All my buys and sells
Sentiment list + a short update for all my holdings and watch-list
Portfolio updates and real-time updates on when I buy and sell companies will be exclusive to paid members.
For the time being, I will also do a free update every quarter, so all other subscribers can follow along as well.
If you like my content and want to support my work consider becoming a paid subscriber. On top of these portfolio updates you also get access to:
Chat access and real-time updates on my buys and sells
Access to my discord and private community
My archive of deep dives and posts (like ASML, Novo Nordisk, Constellation Software and Kraken Robotics)
Exclusive content I make for my paid subs, like my ‘‘Mini Investment Thesis Series’’ and exclusive content like:
I’m planning to raise my prices at some point this year as the newsletter grows and the amount of content and value continues to increase.
If you subscribe now, you keep the discounted rate, even after the raise.
Now, let’s dive in!
