Portfolio Update: July 2025

Everything you need to know

Hi Partner 👋

Do you have some great plans this summer?

I have a problem I’m facing this summer: I haven't gotten my summer body ready.

It’s a serious issue as I don’t want other people to notice.

But I have my master plan ready, as I always keep reading and learning:

• While reading an annual report, I can cover my big belly with a book

• While reading a book, I can cover my big belly with some annual reports

I hope Warren Buffett will be proud of this!

Performance

Our investment philosophy is very simple: We want to invest in the best companies in the world.

Only the best is good enough. So far, this strategy seems to work.

So far, Our Portfolio managed to perform at a CAGR of 25.1%.

The screenshot above is the official track record from Interactive Brokers.

I use Interactive Brokers for every transaction. You can explore Interactive Brokers here.

Portfolio Fundamentals

Our goal is to beat the S&P 500 by over 3% in the long term.

We dive deeper into the Portfolio Fundamentals in this article.

Overview

There are 3 companies in Our Portfolio where a lot of fuss is going on: