SMART INVESTMENT

We are better than S&P500 NASDAQ

With our portfolio—no fast reach—we don’t have crypto; we trade world-famous stocks and commodities. Because of that, our risk rate is as low as possible.

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Investment Strategy

I’m a dedicated value investor looking for undervalued companies with strong capital allocation. I believe in buying good businesses, but only at the right price.

My strategy focuses on investing in solid companies at the right time, and I strongly advocate for simplicity in investing.

About Me

With 20 years of experience, I’ve learned that predicting what the market has already priced in is difficult. That’s why I focus on a long-term strategy, ignoring short-term market swings.

My philosophy emphasizes patience, thoughtful decision-making, and managing emotions to avoid impulsive actions. This contrarian approach helps me spot opportunities that others might overlook due to market sentiment.

Coping

That’s why I recommend holding investments for at least 3-5 years with a minimum of $1,000 to stay aligned.

It’s not always easy to go against the crowd, but that’s where the real opportunities are. I buy stocks that others overlook and hold them until their true value is recognized.

Investment Report – Portfolio Performance Update

This report provides a clear overview of recent portfolio movements, performance insights, and key market impacts. It highlights growth trends, risk exposure, and overall investment progress for the selected period.

01 Performance Overview

During the first seven months of the year, our portfolio delivered strong results. The top performer was Dollar General, while the weakest performer was LVMH. The portfolio is diversified across 20 companies, with only 3 positions currently in negative territory.

02 Risk and Resilience

The strategy has demonstrated resilience in volatile market conditions. The portfolio’s maximum draw-down reached -7.6%, significantly outperforming the S&P 500, which experienced a draw-down of more than -20% over the same period.

03 Return Comparison

Year-to-date, the portfolio achieved a total return of 14.5%, compared to 10.2% for the S&P 500. This performance underscores the effectiveness of our disciplined investment approach.

04 Investment Approach

The positive results reflect a rigorous and detailed analysis of individual companies. The portfolio is composed of well-established businesses with durable competitive advantages and high barriers to entry.

Going forward, the strategy will remain focused on:

Valuation & Concentration Risk

Broader market conditions highlight increasing risks for investors:

Valuations are stretched: Over 25% of the S&P 500 trades above 10x sales, a historically rare and risky threshold.

Extreme concentration: The top five stocks now represent approximately 30% of the S&P 500’s market capitalisation—the highest level in history.

Value vs. growth imbalance: Value’s share of the index has fallen to a 50-year low, while growth stocks dominate. This setup resembles the conditions of 1999–2000, just prior to the technology sector unwind.

Outlook→

Looking ahead, we remain cautious but constructive. Elevated valuations and unprecedented index concentration call for prudence, as market corrections can be both swift and severe. At the same time, such an environment creates attractive opportunities for disciplined, value-oriented investors.

We will continue to focus on fundamentally strong companies trading below intrinsic value, while maintaining a long-term perspective and strict risk management discipline. Our conviction remains that patient, research-driven investing is best positioned to deliver sustainable returns despite market volatility.

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