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2025 Annual Report
Welcome to my full year portfolio update!
Jan 15
•
Leeder Capital
7
1
October portfolio
Welcome to the October portfolio update!
Nov 4, 2025
•
Leeder Capital
5
5
September Portfolio Update
New all-time high + recent learnings.
Oct 3, 2025
•
Leeder Capital
6
1
August Portfolio Update
Portfolio update + Recent Learnings (new format)
Sep 1, 2025
•
Leeder Capital
6
1
July Portfolio Update
A starter position and a mistake.
Aug 1, 2025
•
Leeder Capital
4
1
June portfolio update
1 Add, Evolution buybacks, Prosus & RH updates and a case study on Pricing power.
Jul 1, 2025
•
Leeder Capital
4
1
May portfolio update
Welcome to the May portfolio update!
Jun 4, 2025
•
Leeder Capital
6
1
April Portfolio update
Putting the cash pile to work
May 6, 2025
•
Leeder Capital
4
2
1
March Portfolio update
Q1 2025 portfolio, 2 additions, 1 sale & post mortem, selling philosophy continued, and how the individual investor can outperform.
Apr 1, 2025
•
Leeder Capital
4
2
1
Subscriber Manual
Who I am, what to expect, Track record, Investment Philosophy
Mar 10, 2025
•
Leeder Capital
6
1
1
February portfolio update
China strength, Continuing to add to 3 names and the inclination to sell
Mar 3, 2025
•
Leeder Capital
3
5
1
January portfolio update
1 change to the portfolio this month.
Feb 5, 2025
•
Leeder Capital
5
1
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