⚠️Portfolio performance review as of August 2025

Assessment of my long-term investment portfolio as of August 2025

Author

Global Markets Investor
August 30, 2025

Remember that all information provided here is for educational and entertaining purposes and is not investment advice. By investing in the financial markets I risk my own money. Past performance is no guarantee of future results.

Time for portfolio performance review as of August 2025.

Full portfolio composition is available for Founding Members.

INVESTMENT PORTFOLIO UPDATE (August 24, 2025)

Please find out an update about my market positioning - only for Founding Members

globalmarketsinvestor.beehiiv.com/p/investment-portfolio-update-august-24-2025

Global Markets Investor long-term investment portfolio has gained 16.42% year-to-date, beating the S&P 500 and the Nasdaq 100 return of 9.84% and 11.44% as well as the global stocks rise of 13.08% and European equities of 9.42%. World stocks excluding USA have performed exceptionally well so far in 2025 and have returned 20.46%.

In other words, the portfolio has beaten the S&P 500 by 6.58 percentage points year-to-date. More details about my investment portfolio goals can be found below:

Global Markets Investor

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globalmarketsinvestor.beehiiv.com/c/investment-portfolio

Here is also the performance for the full year 2024.

I hope you find it useful and enjoyable at the same time. Thank you.

Global Markets Investor

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