How Our Investing Ideas Have Help Up: May 2026

About this episode

The episode reviews the performance of the Finimize Portfolio and discusses new investment positions.

Every month, we go back to the numbers. In this episode, Finimize Analysts Reda Farran, Russell Burns, and Theodora Lee Joseph join the pod for our May Research Performance Update - a review of how the ideas inside the Finimize Portfolio have actually performed, and what we’re changing now. Since launch in October 2024, our analysts’ picks have delivered an average return of 29%, beaten their benchmarks by 13 percentage points, and posted an 83% hit rate. We discuss a new position in Daikin, ...

People in this episode

Guests: Reda Farran, Russell Burns, Theodora Lee Joseph

Topics covered

• investment performance
• portfolio review
• analyst insights
• stock market
• financial analysis

Keywords

• investment ideas
• performance update
• average return
• hit rate
• benchmark

Mentioned in this episode

Organizations: Finimize, Daikin

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