Yearly on December fifteenth, the weblog celebrates one other anniversary, as a result of on that day in December 2010, the weblog went stay for the primary time. As at all times a giant “THANK YOU” to all readers who nonetheless preserve studying the stuff.
As at all times there shall be a separate efficiency portfolio evaluate at first of January.
The highest 10 posts in 2025 have been the next (primarily based on WordPress, LTM)
- Jensen-Group (ISIN BE0003858751) – Hidden European Champion at a “Filth Low-cost” worth
- Panic Journal – Trump II: “There shall be blood”
- Clever Plc – The “Costco of Foreign money transfers” ?
- My 23 (+1) shares for 2025
- Non-public Fairness Mini Sequence (5): Commerce Republic provides Non-public Fairness for the lots (ELTIFs) -“Good strive, however hell no”
- Fraport (ISIN: DE0005773303) – An important Infrastructure play geared as much as “fly away” ?
- Efficiency evaluate Q2 2025 – Remark: “Simply preserve going or mirror & adapt ?”
- Navel gazing Alert: Tips on how to enhance my funding course of by incorporating “Momentum”
- Non-public Fairness Mini collection (2) – What sort of “Alpha” are you able to anticipate from Non-public Fairness as a Retail Investor in comparison with public shares ?
- Domo Arigato Mr. Roboto – Utilizing AI Chatbots for an preliminary Inventory High quality scoring
Running a blog highlights 2025:
In 2025 I targeted on my “Non-public Fairness Mini Sequence” which I had numerous enjoyable to write down. There shall be a minimum of yet one more half to it.
As well as, I additionally posted quite a bit about how I’ve been attempting to slowly “rewire” my funding course of by incorporating worth momentum and utilizing extra AI instruments for evaluation.
Sadly I didn’t make one other “All shares collection”, however I’ve lined up a giant one for subsequent yr.
Statistics:
Total, views are at round 250k for this yr, which -10% vs. 2024. Perhaps 3 years of relative underperformance are taking its toll ? Nonetheless, Subscribers on WordPress are stil up barely by 2% or so.
As soon as once more, the Substack which I run parallel (with 1:1 posts) has been rising strongly and virtually doubling in subscribers (from a low base). Total, now roughly ¼ subscribe through Substack, ¾ through WordPress.
As I discussed final yr , the ability of Substack (and why most probably most monetary blogs are created there) is clearly the “advice engine” which is sort of highly effective.
TwiX:
I do publish hyperlinks to my publish however attempt to interact as little as potential so as not get sucked into this black gap. Bluesky is fairly gradual/empty. Internet-net, each platforms are extra detractors than worth turbines for me.
The yr forward: Adjustments coming
For the final 15 years, my basic set-up was fairly steady. I had a day job that was fairly time consuming and had comparatively little time to write down my weblog. I did squeeze within the time at any time when potential, but it surely was clearly a stretch particularly contemplating my household duties.
Now nevertheless, fairly (or very) surprisingly, my employer made me “a proposal that I couldn’t refuse”. When this shall be printed, I’ll have only some working days left earlier than my Company Profession will finish for the foreseeable future and most probably for good.
To this point I haven’t had that a lot time to plan out what to do going ahead. I’ll most probably do some consulting or advisory work however one factor is obvious: I’ll have (a lot) extra time to write down for the weblog and that is one thing I’m wanting very a lot ahead to.
One matter that you’ll now learn extra typically is clearly retirement planning, derisking and many others. as a result of this has instantly turn out to be somewhat bit extra pressing for me as nicely. However don’t fear, there shall be inventory write-ups as nicely. In fact.
I’ve lined up one “All shares” publish in a barely totally different format as I hae been making heavy use of my AI Scoring prompts that work fairly nicely particularly with Gemini 3.0. So keep tuned.
Bonus Monitor:
To pay respect to the upcoming adjustments, David Bowie’s iconic music “Adjustments” is (after all) the pure selection