Sep 2026. Slightly down this month. Sold some Fundsmith to buy #HSPX, #IWFQ, #MINE, $NU, #SGE, #SMT and #SWDA. ⬇️ 0.6 % in Sep and ⬆️ 4.8 % Cal. YTD. This month: ☀️☀️☀️: #GRG, #SMT, $AAPL 🐕🐕🐕: $ADBE, #RMV, #SGE.

Good luck everyone! Current portfolio below:

Sep 2026. Slightly down this month. Sold some Fundsmith to buy #HSPX, #IWFQ, #MINE, $NU, #SGE, #SMT and #SWDA. ⬇️ 0.6 % in Sep and ⬆️ 4.8 % Cal. YTD. This month: ☀️☀️☀️: #GRG, #SMT, $AAPL 🐕🐕🐕: $ADBE, #RMV, #SGE.

Good luck everyone! Current portfolio below: