December’s monthly performance across all our listed investments was +3.71%. Means our year to date performance YTD is +1.71% which isn’t bad for just 6 days. Ended 2025 up 24.11% which I am very happy with. Top 5 company holdings: $RIO, $YCA, $FDEV, $CAML, $VTY Equities fund up +1.11% REITS income fund down -0.20% GOLD and SILVER ETC up +20.23% Fund of funds up +1.55%

November’s monthly performance across all our listed investments was +1.62%. YTD (Year to date) performance is positive at +20.54%. Top 5 company holdings: $FDEV, $RIO, $CAML, $GSL, $VTY Equities fund down -1.71% REITS income fund up +1.46%.  GOLD and SILVER ETC up +11.32%.  Fund of funds up +0.67%.

October’s monthly performance across all our listed investments was +1.12%. YTD (Year to date) performance is positive at +18.57%. Top 5 company holdings: $SQZ, $FDEV, $YCA, $RIO, $INPP Equities fund up +1.48% REITS income fund up +0.31%. GOLD and SILVER ETC up +3.02%. Fund of funds up +0.37%.

September’s monthly performance across all our listed investments was +3.88%. YTD (Year to date) performance is positive at +16.97%. Top...

August’s monthly performance across all our listed investments was +0.06%. YTD (Year to date) performance is positive at +12.12%. Top 5...

July’s monthly performance across all our listed investments was +2.75%. YTD (Year to date) performance is positive at +12.04%. Top 5...

June’s monthly performance across all our listed investments was +0.41%. YTD (Year to date) performance is positive at +8.71%. Top 5...

May’s monthly performance across all our listed investments was +2.85%. YTD (Year to date) performance is positive at +8.71%. Top 5...

April’s monthly performance across all my listed investments was +6.79%. YTD (Year to date) performance is positive at +5.36%. Top 5...

March’s monthly performance across all my listed investments was -0.76%. YTD (Year to date) performance is negative at -2.59%. Top 5...

February’s monthly performance across all my listed investments was -2.57%. YTD (Year to date) performance is now negative at -0.87%. Top...

January’s monthly performance across all my listed investments was 1.92%. Which means starting the year with a YTD of 1.92%. Top 5...

December’s monthly performance across all my listed investments was -0.57%. Ending the year with a YTD of 7.75%. Top 5 company holdings:...

November’s monthly performance across all my listed investments was +1.20%. YTD of 8.45%. Top 5 company holdings: $MEGP, $CAML, $RIO,...

October’s monthly performance across all my listed investments was -0.76%. YTD of 7.00%. Top 5 company holdings: $MEGP, $CAML, $INPP,...

September’s monthly performance across all my listed investments was +2.30%. YTD of 7.92%. Top 5 company holdings: $MEGP, $CAML, $GAMA,...

August’s monthly performance across all my listed investments was +1.90%. YTD of 5.17%. Top 5 company holdings: $MEGP, $CAML, $INPP,...

July’s monthly performance across all my listed investments was -1.05%. YTD of 2.95%. Top 5 company holdings: $CAML, $MEGP, $MONY, $INPP,...

June’s monthly performance across all my listed investments was 0.73%. YTD of 4.20%. Top 5 company holdings: $CAML, $MEGP, $MONY, $INPP,...

May’s monthly performance across all my listed investments was 1.24%. YTD of 3.33%. Top 5 company holdings: $CAML, $RIO, $GOLD, $MEGP,...