Portfolio Update
28 September 2025
I haven’t been able to post regular portfolio updates recently, as I have been travelling. We got a bit lucky with our last pick. A series of events occurred, and the market responded favorably to ASML’s stock price. So our portfolio earned an extraordinary short-term gain.
I don’t expect this to happen often. Our goal remains to invest in companies with solid businesses trading at a deep discount. This means investing for at least a year for the market to realize this value, before deciding if we want to reallocate our investments.
Sharia Investments
Benchmark
This post is for educational and informational purposes only and does not constitute financial, investment, or other professional advice. All information presented is based on personal opinion and should not be relied upon solely to make any investment decisions. You should always do your own research and consult with a licensed financial advisor, attorney, or other professional before making any financial decisions. Past performance is not indicative of future results.