How Our Investing Ideas Have Held Up: March 2026

About this episode

The Finimize team reviews the performance of their investing ideas since launch, discussing winners, laggards, and overall portfolio statistics.

Every month, we open the books. In this episode, the Finimize team join the pod to review how our investing ideas have actually performed. We go through the winners, the laggards, and the positions that tested our conviction - all tracked publicly, with live numbers. Since launch in October 2024, the portfolio has delivered a 42% average absolute annualized return, beaten its benchmarks by 19% annualized, and achieved a 76% hit rate. But performance stats only matter if you understand w...

People in this episode

Host: Finimize

Topics covered

• investing performance
• portfolio review
• financial analysis
• investment ideas
• market trends

Keywords

• investing
• portfolio performance
• annualized return
• hit rate
• market analysis

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