2025 Portfolio Results: Gains, but behind the Index

Portfolios2025 Returns
Tracker−1.71%
Dividend+7.65%
Income +11.18%
Trading−2.86%
Speculation0.00%

Total Portfolio Return: +6.21%

However, S&P500 index was up +16.35% this year.
Which means our portfolio underperformed the index by a big margin.
This is due to not trading more in the 2nd half of the year.
We plan to be more active in 2026.