Thematic portfolios are a collection of stocks that I like within a particular theme. I construct a portfolio starting with $100,000 on Savvy Trader and allocate it across the various companies depending on their valuation, robustness, quality and opportunity.
Updates are provided once a month with commentary, changes and a breakdown.
Returns since inception (May 26, 2025):
Type-F Thematic: Barrier To Entry: 22.19%
S&P 500: 13.19%
Performance against index: 9%As of: 08 October, 2025