Portfolio Snapshot (May 23rd): Beating S&P 500 by 7.7% MTD, 9.5% YTD

Sharing the updated portfolio snapshot after a recent stock addition — now outperforming the S&P 500 by 7.7% in May and 9.5% year-to-date.

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May has brought a sharp rebound in markets — and Moat Mind surged ahead. The portfolio posted a +12.1% return month-to-date (May 23rd), handily outperforming major benchmarks:

• S&P 500 ETF (SPY): +4.4%

• 500 Equal-Weight ETF (RSP): +3.1%

• Global Equities ETF (ACWI): +4.5%

This puts Moat Mind ahead of the S&P 500 by 7.7% in May and 9.5% year-to-date, continuing to demonstrate resilience and upside through selective positioning.

Moat Mind – May 23, 2025

Moat Mind – May 23, 2025

Sharing the portfolio composition as of the May 23rd close, following the addition of Century Communities Inc. (NYSE: CCS).

Moat Mind – May 23, 2025

Moat Mind – May 23, 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.