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: 13.74%
S&P 500: 11.80%
Performance against index: +1.94%As of: 16 September, 2025