May 2025: 7.1% Ahead of S&P

As of May 31, the portfolio is up 7.1% more than the S&P 500 year-to-date.

May 2025 marked a strong rebound for equities, with most major indices reversing course after a volatile first quarter. The Moat Mind portfolio advanced by 11.5%, outperforming the S&P 500 ETF (SPY) at 6.3%, the equal-weighted RSP at 4.3%, and the global ACWI index at 5.7%.

Year-to-date, Moat Mind now stands at +8.0%, comfortably ahead of SPY (+0.9%) and RSP (+1.2%), and slightly above ACWI’s +5.2%. This reflects a continued focus on buying high-quality companies at reasonable valuations — an approach that has begun to reward patience as markets broaden and fundamentals regain investor attention.

Moat Mind - May 2025

Moat Mind - May 2025

This month, we exited our position in BMW and initiated a new one in Century Communities. We also received dividends from Mercedes-Benz, BMW, and Century Communities. Additionally, Catana Group transitioned to Euronext Growth Paris and updated its ticker symbol to ALCAT.

Moat Mind - May 2025

Moat Mind - May 2025

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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.