Digital media / content strategy / investing. Co-host The Razor's Edge. Investment Advisor. Music/travel/reading/writing. Ex @seekingalpha @investingcom. Short.
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ALT Excel table showing Middle Coast Investing performance in Q3 - 9.6% in U.S. portfolios and 10% in core U.S. portfolios - vs the S&P 500 (7.8%), Russell 2000 (12%), S&P 600 (8.7%), and Nasdaq (11.2%).
ALT Table showing Middle Coast Investing Portfolio performance in Q2 2025 vs. the overall market. S&P 500 is up 5.5% year to date, and the Russell 2000 is down 2.5% (as of June 30th); our overall U.S. portfolios are up 3.9% and our core U.S. portfolios are up 7.5%. Our European portfolio is up 18% vs. the Euro Stoxx 50 at 8.3% and the DAX at 20.1%.
ALT A table showing our Q1 portfolio performance vs. key indices. U.S. portfolios were down 3.7% vs. the S&P 500 being down 4.6%; our core portfolios were down .7% vs. that S&P number and 9.8% for the Russell 2000; our European portfolios were up 9.2% vs. 7.2% for the Euro Stoxx 50 and 11.3% for the DAX.
