Busy Month At MCO
End of August 2025
The MCO portfolio is now a year old. We have been actively managing it, aiming to outperform the benchmark results and the S&P 500. Our target return is 30%. We will post a detailed breakdown of our performance shortly; however, here's a review of our active portfolio stocks as of the end of August 2025.
Ascend Industries (ACNT)
Our investment theme cente…
