In July, the Moat Mind Portfolio slipped to 7.4 % year-to-date, down a couple of points from June. The S&P 500 climbed to 8.5 %, the equal-weight S&P reached 5.7 %, and the global ACWI index led at 11.5 %. Despite the dip, we remain ahead of the equal-weight benchmark and close to the headline S&P.
Updates can be found in the Portfolio section.
Disclaimer: The views expressed on Moat Mind are solely for informational and educational purposes and do not constitute financial or investment advice, nor an investment recommendation. The author is not acting as an investment adviser and does not provide personalized financial guidance. This content is not a comprehensive analysis of any security and is not a substitute for independent research—including review of SEC filings and consultation with a qualified financial professional. Although the information is based on sources believed to be reliable, its accuracy and completeness are not guaranteed, and opinions are subject to change without notice.
Disclosure: The author may hold positions in, or trade, the securities discussed without further notice. Example portfolio performance is not a promise of future returns, and past performance does not guarantee future results. You are solely responsible for your investment decisions, and Moat Mind disclaims any liability for losses incurred. Always consult a qualified financial advisor before making any investment decisions.
