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Portfolio rebalancing - Oktober 2025
After a great run of some of my positions, it's time for some rebalancing and shift gains into positions with a better risk/reward.
In this update
Some of my positions had a great run this month and are up +58%, +16%, and +11% respectively, while others dropped meaningfully. I did some rebalancing by taking some money off the table from a high flyer and partially rotating it into other positions.
In this update, I’ll cover what I trimmed, why I trimmed it, and what I did with the proceeds.
Performance highlights
- October performance 1: +11% vs S&P 500 +5%
- Year-to-date performance: +54% vs S&P 500 +8%
- 3-years performance: +267% vs +131%
💡
1 I always share my portfolio results based on money weighted rate of return. You can read more about what this means in this article.
September performance: +11%
Year-to-date performance: 54%
3-year performance: +267%
Time to unpack what did great, what got left behind, and what my rebalancing looked like. Let’s start with the top movers and losers.
1 - Top movers and losers
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