Archive - Friendly’s Substack

The worst mid year update you'll read

June -8.5%, YTD -10%

Jul 1 •

June 2025

Make it make sense

May +14.5%, YTD -0.6%

Jun 3 •

May 2025

Choose your own title

April -0.6%, YTD -13.3%

May 1 •

April 2025

Pillory for me, entertainment for thee

March -11%; YTD -12.7%

Apr 1 •

March 2025

You think having a newborn kills sleep?

Try adding leverage to your portfolio... February -1.1%, YTD -2%

Mar 1 •

February 2025

Fade everything

January -0.9%, YTD -0.9%

Feb 3 •

January 2025

Portfolio heading into 2025

Full year 2024: +70.6%, Q4 2024: +17.7%

Jan 1 •

November 2024

Drones, anybody?

November: +10.4% /// YTD: +63.4%

Nov 30, 2024

Has writing this update cost me the equivalent of a yearly salary?

Nov 4, 2024 •

Friendly Capital Management

October 2024

Portfolio going into Q4

So many missed chances; YTD +44.89%

Oct 1, 2024 •

Friendly Capital Management

September 2024

September portfolio

August: -2.9%, YTD: +43%

Sep 1, 2024 •

Friendly Capital Management

August 2024

Short ramblings and the August portfolio

July +3.75%, YTD +47,67%

Aug 1, 2024 •

Friendly Capital Management

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