Q4 2025 Portfolio Update
2025 was my 4th full year of investing and was my best year so far. Full year 2025 return was 19% however my benchmark the MSCI World (URTH) was up 21.36%. So, still couldn’t beat the benchmark. 2025 was a off year for me. I did very little stock research and did even less trading. I’m hoping that in 2026 I’ll get back in the groove of doing 10-20 articles a year. However, 2025 did make me realize that I don’t really have as much time as I use to too manage my portfolio so I will be adding my more passive to my portfolio with a max of 50% allocation and 10 single stock positions. This will help reduce the amount of time it takes to maintain my portfolio going forward.
My only trades this year was the selling of BLX or Banco Latinoamericano as the Fed starts to cut rates the business being fully valued wasn’t as attractive anymore. Also I sold out of GTIM, CAPRI, and RICK. RICK got into alot of legal trouble so I punched out of that one. GTIM had been underperforming for a while and I did the math wrong on the unit economics on the original investment. Finally, Capri I had only brought for the merger arb with Tapestry and I held onto it into 2025 for some reason and I finally sold. My only purchase was ASAIY though it was more of a repurchase as I sold for tax purposes in 2024.
My best performing stocks this year was FDEV, BHU, QC7, and OMAB. Up 116%, 35%, 96% and 58% respectfully. My worst performer was STKS down 40%. My portfolio definity benefited from a weaker dollar as the majority of my assets are in foreign currency. Lets hope for a weaker dollar going forward.
Historical Portfolio Returns
| Year | My Portfolio | MSCI World Index(URTH) |
| 2022 | -9% | -18% |
| 2023 | 13% | 24% |
| 2024 | 6% | 18% |
| 2025 | 19% | 21% |
