Our Monthly Portfolio Update & How we fared since Oct 2023?
November 2025
Dear Investor,
Zee here. Time of the month again, to share our monthly update on our portfolio. You can read last month’s portfolio update here
As predicted, the correction came in November 2025, after months of bullish candles on the S&P500 chart.
However, we took advantage of the dip and entered positions from our list of high conviction ETFs and Stocks.
Last month, some readers and potential students asked for a full look at how our portfolio has performed since we first opened the account on 4th October 2023 with an initial capital of USD112,437.40.
We’re glad to share it.
In Summary, account grew from USD 112,437.40 to USD 343,209.12
Time period: 2 years and 53 days (4 Oct 2023 → 25 Nov 2025 inclusive)
Total gain: +202.89%
Annualized return: ≈ +67.6% per year
The numbers show something important. Our results and the strategy behind them, weren’t just a lucky surge in a strong 2025 market. They’ve been steady, repeatable, and consistent across very different conditions.
Warning, passive-aggressive writing below….
When I first taught our strategies, plenty of voices from the finance industry were quick to dismiss it. I still remember the raised eyebrows, the warnings that “this won’t hold up,” and the confident predictions that our humble school’s strategies would eventually fall apart.
But we stayed disciplined. We tested, refined, and let the market be the judge.
Today, the same people who doubted us can see the results for themselves.
You can argue with opinions, but not with outcomes. The market has validated the strategy.
Announcement:
Join us on Tuesday 9th Dec 2025, for a live webinar “How to invest in 2026”.
This will be our LAST live webinar for the year. We will feature a special guest to share about investing in Gold.
👉🏼 Click here to reserve a spot. (LINK)
Public Portfolio Update: November 2025
YTD performance: +32.19%
MTD performance: +1.00%
S&P500 YTD (Dark Blue line): trailing behind.
Cash left uninvested: Fully invested
What we could have done better:
1. Entering Positions Earlier When Signals Aligned
A few trends were clear in hindsight, but we waited for additional confirmation. This reduced risk, but it also meant giving up part of the move. Better balance between conviction and caution could have improved timing.
2. Being More Selective With Side Trades
Not every idea needs to be executed. A few smaller, lower-conviction trades added unnecessary noise. Cutting these out would have increased clarity and improved results.
3. Enhancing Post-Trade Reviews
We already do reviews, but deeper analysis of each trade, especially the ones that didn’t work could reveal patterns that sharpen our edge over time.
What we did well:
(1) When the market went down on 20th November, we entered. So did our mentees, proud of them.
(2) Had a watchlist ready of high quality conviction stocks.
(3) Had a watchlist ready of good ETFs.
(4) Stick to proper risk management rules. If you break your rules, you’ve lost the trade.
Disclaimer:
All information here is for educational purposes only. This is not financial advice. Please do your own research and speak with a licensed advisor before making any investment decisions. Past performance is not indicative of future returns. How we invest may not suit your investment goals and risk management profile.
look at that pip growth!