Portfolio Shuffle 2025

What I sold, bought and trade in and out in 2025

This post is long overdue. I am capturing what I bought, I sold and trade in and out in 2025 to keep a record of my move. I would like to review these moves in 3, 5 or 10 years. You can tag along.

The article constitutes my personal views and is for entertainment purposes only. The main goal of this article is to log my personal views. Nothing in this article or these posts in this blog should constitute an investment advice. The projections and estimates provided here should be considered as purely speculative. Do your own model and projections. Please refer to the disclaimer at the end of this article for more details.

Full Exits or Large sales

At the beginning of the year, I sold long time 2009 holding Intuitive surgical as it was trading at more than 100x earnings. Did the same with 2018 Trade desk which was also trading at the same level. To my regret, I fully exited Tonnellerie Francois Freres at a loss after going through the January report and the way they buildup the inventory …