LWAYS OPEN
Many investors measure their success in the stock market based on monthly profits or recent trades. But real success rarely comes from isolated gains. Instead, it’s built on the strategic management of the entire portfolio.
Take the example of one of our clients who followed our research-driven recommendations between January and June 2025. While several stocks had to be sold at a loss, the capital freed up was used to invest in better-performing assets. Over 166 days, this approach led to a post-tax return of 25.82%, which equals an annualized performance of around 65.09%.
It’s important to understand: the “Realized Monthly Profit or Loss” only reflects what happened with sold positions. It completely ignores how the remaining portfolio is performing. Relying on that number alone gives a distorted view of an investor’s wealth.
Instead, true wealth is reflected in the total portfolio value—the combination of:
unrealized and realized gains/losses,
changes in the cash balance,
and the market development of all assets since purchase.
In this case, by replacing weak positions with stronger ones, the investor achieved a final result of €192,492.94 profit after taxes when the portfolio was liquidated on June 24, 2025.
Key Takeaway:
Short-term losses can be strategic tools. What matters is the ability to reallocate capital intelligently. That’s how long-term wealth is built—not by chasing monthly wins, but by managing the whole portfolio with vision and discipline.