How We Crushed It in Q2 2025: A Portfolio Story 🚀
Reporting Period: April 1 - June 30, 2025
1. The Highlight Reel
Let's just say Q2 2025 was a blockbuster quarter. While the rest of the market was figuring things out, our portfolio went on an absolute tear, rocketing up by a stunning +15.38%! To put that in perspective, we left the S&P 500 (at +1.93%) in the dust. The secret sauce? A killer combo of powerhouse Tech and Financial stocks that just wouldn't quit.
And this isn't just a one-hit-wonder. Our long-term game is looking mighty fine with an annualized return of +27.92%. We're getting more bang for our buck with less of the market's scary rollercoaster drops, thanks to a slick Sharpe Ratio of 1.27 and a chill Beta of 0.61.