Thematic portfolio: Financials (December)

The cornerstone of "mafia investing"

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 27, 2025):
Type-F Thematic: Financials: 12.15%
S&P 500: 14.43%
Performance against index: -2,28%

As of: 19 December, 2025