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By monthly tradition, you’ll get an update on our Best Buys of the month.
What’s going on in the markets? And what are our favorite stocks?
Let’s become a little bit wiser today.
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June 2025
The S&P 500 increased by +4.2% in June.
Investors are optimistic (“Greedy”) today according to the Fear & Greed Index:
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Best & Worst Performers
This overview shows you the best and worst performers in our investable universe.
Worst performers
The cheaper we can buy great companies, the better.
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Lululemon Athletica seems to have a hard time currently.
The big question is whether Lululemon Athletica has a wide moat. Will people still be wearing yoga pants from the company in 10 years from now?
The company is now trading at its lowest valuation level of the past 10 years:
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Best performers
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It's great to see two companies from Our Portfolio on this list.
Performance
Here’s what the performance of Our Portfolio looks like.
It’s great to see that we are outperforming the S&P 500 without owning any Big Tech.
So far, Our Portfolio has achieved an average yearly return of 27.1%.
A phenomenal result. I definitely don’t expect this trend to continue. A return of 12% per year on average would already be amazing.