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Here’s a factual and traçable recap of the performances proposed on my Substrack, year to date.
My 2026 picks delivered 18.34% returns compared to -6.42% for the S&P 500,hence a 24.76% YTD alpha.
Including the positions held starting the year, YTD stands at 5.58% or a 15.58% alpha while so many are down 30% plus...
Equal weighted stock picking since jan25 delivered 30.68% alpha.
Everything was shared publicly, timestamped, with clear investment thesis from fundamentals to execution and can be tracked on my personal website, accesible for free.
Without much surprises, biggest gains came from the defensive rotation I shared months ago, the famous stocks no one wants to buy with $SLB $HAL $DAR $NTR $SWBI up from 30% to 50% in less than 6 months.
Biggest YTD winner was $SEDG with 50% plus in a month, flagged as a massive opportunity, the stock has already delivered.
Other names shared this year, mainly photonics with $SOI $GFS or $SILC are still playing out, very early but still included in the performance which dillutes it a little bit, lots of potential there.
Holding onto $NBIS $BABA and $TMDX yielded healthy results but portfolio would have been better without them, only in defensives.
A big part of the performance came from cuttin losses early as well with $MSTR $PATH or $LULU for example, which would have destroyed YTD if held, because respecting the market is key in investing.
There’s more to come in the next months as even if tech falls and the S&P is losing key support, there’s always a bull run somewhere and my job is to find it, not to continuously scream to buy dips.
Finding performance. That’s the game.
