Portfolio Update - December 2024
This month, we closed Watches of Switzerland Group (WOSG) position (1), (2) and added to GigaCloud Technology (GCT) position (3), (4).
In December 2024, the Moat Mind portfolio showed the smallest decline among the compared portfolios, with a drop of -0.6%. This was notably better than RSP (-6.3%), SPY (-2.4%), and ACWI (-2.7%).
Since inception, Moat Mind has achieved a 1.6% return, which is behind SPY (5.0%) but ahead of RSP (0.9%). However, it’s important to note that the portfolio has only been active for 3.5 months, and our evaluation horizon is 2-3 years, covering 8-12 earnings seasons. It’s still very early to draw conclusions.
Here is the 2025 distribution of the model portfolio after all the updates.
Important Disclaimer
The opinions expressed by the author, Moat Mind, are for informational and educational purposes only and should not be interpreted as financial or investment advice. The content presented does not constitute an investment recommendation and should not be relied upon to make investment decisions. The author is not acting in an investment adviser capacity and is not providing personalized financial advice. This content does not represent a comprehensive analysis of any company or security, and it is not a substitute for independent financial research. Investors should perform their own due diligence, which includes a thorough review of SEC filings and consultation with a qualified financial professional before making any investment decisions.The information presented is based on sources believed to be reliable but has not been independently verified. Therefore, the author does not guarantee its accuracy, completeness, or suitability for any specific purpose. Any views or opinions expressed are as of the date of publication and are subject to change without notice.
Disclosure: The author may hold positions in the companies or securities mentioned and may buy or sell these positions without further notice. The performance of the example portfolio shared on Moat Mind is not a promise of future returns. Past performance does not guarantee future results. This is not financial advice. You are solely responsible for your own investment decisions. Moat Mind disclaims any liability for losses incurred based on the information provided here. Always consult your own financial advisor before making any investment decisions.