What if ALL these Good Performers Since 2025 are the Same Trades?
Investment Moats·2026-02-21 00:28

Group 1 - The performance of five different securities since the start of 2025 has been plotted, showing that those denominated in SGD have better performance when adjusted to USD [1] - There is speculation regarding the attribution of performance, questioning whether it is due to lower prices or a weaker USD [2] - A diversified portfolio of ETFs and stocks listed in various markets has been mentioned, indicating a strategy to mitigate emotional vulnerability associated with concentrated performance [3] Group 2 - Interactive Brokers is highlighted as a preferred broker for trading and custodizing investments, offering low fees and access to multiple markets [4] - The resources shared include a diverse range of ETFs and stocks, focusing on non-US developed markets, systematic active strategies, and emerging markets [5] - The systematic active strategy mentioned is noted for its better performance due to an overweight in the materials sector, which is currently cheaper [6]

What if ALL these Good Performers Since 2025 are the Same Trades? - Reportify