Portfolio Update: April 2025

Apr 13, 2025

∙ Paid

Hi Partner 👋

Let me confess something…

… During turbulent times on the market, I always get excited.

It’s like what Warren Buffett said in 1973: “I feel like an oversexed man in a harem. This is the time to start investing.”

Start investing

Well… Today is a great time to start investing.

The best returns are always generated when you invest in times of high uncertainty.

As you can see in this chart, the worst days on the stock market are always followed by the best days:

And if you miss the best investment days, your results will be horrible:

That’s precisely why timing the market is a fool’s game.

Time in the market beats timing the market.

Every. Single. Day.

You know what also amazed me?

How well Partners are handling this correction.

It makes me incredibly proud.

Like a father who sees his son score the winning goal in a football match.

👏 Here are some examples. Congratulations to you all! 👏

This week, we added to 6 (!) positions.