Heavy Moat Investments

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Portfolio Updates

I sold yet another stock
Down to 16 portfolio companies
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Heavy Moat Investments
Selling two positions to concentrate the portfolio
Reasons for selling, the next candidates for divestment and where funds will flow towards
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Heavy Moat Investments
Simplifying the portfolio (1 Buy, 1 Sell and more to come!)
Position sizing matters a lot. Let's focus more on it!
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Heavy Moat Investments
2
June 2025 Portfolio Update
-0,5%, but YTD still 12% alpha over the S&P 500
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Heavy Moat Investments
I sold a position and bought more of another stock
Oversight in the analysis led to lacking conviction. Investment case most likely in tact.
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Heavy Moat Investments
May 2025 Portfolio Update
3% in the month, less than indices, but still 14% alpha YTD.
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Heavy Moat Investments
April 2025 Portfolio Update
8% alpha to continue the 15% YTD outperformance
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Heavy Moat Investments
March 2025 Portfolio Update
A rocky end to Q1 and introducing a new partner
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Heavy Moat Investments
February 2025 Portfolio Update plus new valuation matrix
Great performance in February up 4.9%; 13.1% YTD
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Heavy Moat Investments
My Portfolio Valuation Matrix: Finding the Best Risk-Reward Plays
Let's figure out where I will reinvest the proceeds from my recent sale
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Heavy Moat Investments
I sold a core position
Let's explore several reasons outside of the fundamentals for my sale
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Heavy Moat Investments
January 2025 Portfolio Update
Great performance to start the year; up 7.8%
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Heavy Moat Investments
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