SWISS PORTFOLIO UPDATE

(August 7, 2025) New Swiss Portfolio Moves. One Soared. One Slipped. We Bought Both.

Still Compounding +85% YoY. 7x the S&P 500. That’s Not Luck.

And +35% CAGR over the last 5 years. If you're wondering what's been driving this kind of consistent outperformance, you're not alone.

In recent months, we’ve been incredibly thankful to welcome tens of new members. Through our deep dives, monthly portfolio updates, thesis follow-ups, Switzerland-specific insights, and investing strategies and tools (odd lots, special situations, S&P500 spreadsheets, etc.), we aim to deliver real value. And beautifully soon, we’ll be adding a powerful new tool to the mix: our Sentiment Tracksheet, designed to help evaluate whether a stock is attractively priced or trading at a premium.

As part of this momentum, we’ve just added 2 high-conviction ideas to the Swiss Portfolio today.

But to find out what they are, and more importantly, how we assess pricing, risk and conviction across our holdings and watchlist, you’ll need to subscribe and become a member. Our upcoming Portfolio Update and Sentiment Tracksheet will give you full visibility into what we’re buying, trimming, or simply observing, and why.

This isn’t just a list of tickers. It’s a strategy, financial chess♟️A very Small fee to Heaven, with Asymmetric upside.

Join us. See what smart retail capital looks like.👇

In Q3 2025, our newest Swiss P. addition delivered a masterclass in growth, and