Portfolio Update - September 2025
- Year-to-date returns of 4.3% (as of 08/31/2025). Just slightly ahead of the ETFs for our sectors. September is going better. Returns down slightly, but alpha vs. the sector ETFs improved.
- Portfolio update includes performance analysis, reviewing open positions, and recent changes. It all comes in easy charts and tables.
- Recently picked up shares of BXSL and RITMV.
- Full members will also get our ideas on potential upcoming trades and other ideas investors may want to act on.
Member discussion