How We Are Doing on Our Aim for 30% Annualized Return
Without further ado let’s break it down. It was great to see some positions come back in May. Note that during this same time period, Aug 6, 2024 to May 30, 2025, the Russell 2000 index returned basically 0%.
This would be the closest benchmark index to compare our portfolio returns against. So at 39% annualized we vastly outperformed the Russell 2000’s 0%. The 39% also compares favorably to our internal goal of a 30% return.
Happy investing!
Note: This is just a tracking portfolio and the trades we make reflect our actual portfolio activity, for the most part. The buys and sales are not recommendations. It is just a reflection of our actions. Everyone should if course do their own due diligence and decisions independent of our portfolio decision.
We are closing CSPI at $14.55. The sales cycle for AZT has been longer than anticipated.
We are closing VSEE at $1.13. The 2024 annual report is way overdue and 2025 Q is not going to be reported until that is resolved. We are sure that a cap raise is coming up is another reason to step to the sidelines. We will revisit.