APAC ex JP, CN equity, and Gold outperformed. Performance review of our strategies in October 2025 – All Weather Inflation Guard gained 1.3%, All Weather Strategy gained 2.9%, All Weather Alpha Focus lost 1.0%.
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60% of stock markets have reached ATH. High market concentration has been bad. Emerging markets benefit from a weak US$. Oracle’s default risk surges. High-investment companies underperform.
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PT Bukalapak.com Tbk (BUKA IJ): Profitable Growth rank of 6 was down compared to the prior period’s 5th rank. This is below average performance compared to 790 medium Cons. Disc. companies worldwide.
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Siam Cement Public Company Limited (SCC TB): Profitable Growth rank of 4 was up compared to the prior period’s 9th rank. This is above average performance compared to 740 large Materials companies worldwide.
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Fangda Special Steel Technology Company Limited (600507 SH): Profitable Growth rank of 8 was up compared to the prior period’s 9th rank. This is below average performance compared to 910 large Cons. Disc. companies worldwide.
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Incyte Corporation (INCY US): Profitable Growth rank of 1 was up compared to the prior period’s 10th rank. This is World Class performance compared to 350 large Health Care companies worldwide.
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In October 2025, we published 1 new episode of the My Worst Investment Ever podcast. Listen to all of them here.
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Time is money. Just 3% of stocks generate wealth. 8% of S&P 500 accounts for 47% of the market cap. Shorter lifespans for S&P 500 companies. Most investors still shun gold.
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Maple Leaf Foods Incorporated (MFI CT): Profitable Growth rank of 1 was up compared to the prior period’s 6th rank. This is World Class performance compared to 540 large Cons. Staples companies worldwide.
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PT Dharma Satya Nusantara Tbk (DSNG IJ): Profitable Growth rank of 2 was up compared to the prior period’s 4th rank. This is World Class performance compared to 540 large Cons. Staples companies worldwide.
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