Portfolio Update: What Did Well in August (and What Didn’t)

1 - Performance highlights

August was another great month for my portfolio, mostly driven by strength in software. It was also a month in which I made a number of significant changes. The most notable was closing two core positions, which I covered in detail in the update below.

A big change to my portfolio: I closed two core position

3-year portfolio performance: +388%, benchmark outperformance: +288%

Investing VisualsJan (Investing Visuals)

In this August recap, I'll cover:

✓ Top movers and laggards
✓ My buys and sells over the past month
✓ Reflecting on my biggest underperformer
✓ Updated portfolio strategy
✓ Overview of my full portfolio as of today

I will spend a significant portion of this update reflecting on a major underperformer in my portfolio, answering a key question: "Is it an anchor to my portfolio I should cut lose, or it this just a temporary drag?"

Reflecting on underperformers is, to me, a great way to improve my overall returns, because it helps me decide whether something is worth doubling down on, holding, or cutting loose.

Let's dive in!

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