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2025 Review

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Performance – September 2025

SSI tracking portfolio stayed flat in September 2025. A detailed performance breakdown is provided below.

Performance – August 2025

SSI tracking portfolio was up 1.8% in August 2025. A detailed performance breakdown is provided below.

Performance – July 2025

SSI tracking portfolio was up 0.6% in July 2025. A detailed performance breakdown is provided below.

Performance – June 2025

SSI tracking portfolio was up 3.5% in June 2025. A detailed performance breakdown is provided below.

Performance – May 2025

SSI tracking portfolio was up 1.1% in May 2025. A detailed performance breakdown is provided below.

Performance – April 2025

SSI tracking portfolio was down 3.8% in April 2025. A detailed performance breakdown is provided below.

Performance – March 2025

SSI tracking portfolio was down 2.5% in March 2025. A detailed performance breakdown is provided below.

Performance – February 2025

SSI tracking portfolio was up 4.2% in February 2025. A detailed performance breakdown is provided below.

Performance – January 2025

SSI tracking portfolio was up 0.8% in January 2025. A detailed performance breakdown is provided below.

2024 Review

Happy New Year everyone!

As we close the chapter on 2024, it’s time for the annual performance review.

But first things first – I want to say a huge thanks to all subscribers for continuing to support SSI, sharing profitable investment opportunities, and actively participating in discussions – without you, SSI would not be as

Performance – December 2024

SSI tracking portfolio was up 2.4% in December 2024. A detailed performance breakdown is provided below.

Performance – November 2024

SSI tracking portfolio was down 8.2% in November 2024. A detailed performance breakdown is provided below.

Performance – October 2024

SSI tracking portfolio was down 3.1% in October 2024. A detailed performance breakdown is provided below.

Performance – September 2024

SSI tracking portfolio was down 0.7% in September 2024. A detailed performance breakdown is provided below.

Performance – August 2024

SSI tracking portfolio was up 1.1% in August 2024. A detailed performance breakdown is provided below.

Performance – July 2024

SSI tracking portfolio was up 1.5% in July 2024. A detailed performance breakdown is provided below.

Performance – June 2024

SSI tracking portfolio was up 1.1% in June 2024. A detailed performance breakdown is provided below.

Performance – May 2024

SSI tracking portfolio was down -0.8% in May 2024. A detailed performance breakdown is provided below.

Performance – April 2024

SSI tracking portfolio was down -1% in April 2024. A detailed performance breakdown is provided below.

Performance – March 2024

SSI tracking portfolio was up 3.2% in March 2024. A detailed performance breakdown is provided below.

Performance – February 2024

SSI tracking portfolio was up 2.1% in February 2024. A detailed performance breakdown is provided below.

Performance – January 2024

SSI tracking portfolio was up 1.7% in January 2024. A detailed performance breakdown is provided below.

Performance – December 2023

SSI tracking portfolio was up 0.7% in December 2023. A detailed performance breakdown is provided below.

2023 Performance Review

Happy New Year everyone! With 2023 in the books, it is time to reflect on the performance of the ideas published on SSI during the last year.

But first things first – I want to say a huge thanks to all subscribers for continuing to support SSI, sharing profitable investment opportunities, and actively participating in

Performance – November 2023

SSI tracking portfolio was up 1.6% in November 2023. A detailed performance breakdown is provided below.

Performance – October 2023

SSI tracking portfolio was down 0.8% in October 2023. A detailed performance breakdown is provided below.

Performance – September 2023

SSI tracking portfolio was down 1.2% in September 2023. A detailed performance breakdown is provided below.

Performance – August 2023

SSI tracking portfolio was down 0.8% in August 2023. A detailed performance breakdown is provided below.

Performance – July 2023

SSI tracking portfolio is up 4.7% in July 2023. A detailed performance breakdown is provided below.

Performance – June 2023

SSI tracking portfolio is up 4.5% in June 2023. A detailed performance breakdown is provided below.

Performance – May 2023

SSI tracking portfolio is up 0.9% in May 2023. A detailed performance breakdown is provided below.

Performance – April 2023

SSI tracking portfolio is down -0.8% in April 2023. A detailed performance breakdown is provided below.

Performance – March 2023

SSI tracking portfolio is down -3.9% in March 2023. A detailed performance breakdown is provided below.

Performance – February 2023

SSI tracking portfolio is up by 1.6% in February 2023. A detailed performance breakdown is provided below.

Performance – January 2023

SSI tracking portfolio is up by 5% in January 2023. A detailed performance breakdown is provided below.

2022 Review – Wins and Mistakes

Happy New Year everyone! With the holiday season already behind us, the time has come again to look back and reflect on performance during the last year.

Performance – December 2022

SSI tracking portfolio is up by 5.2% in December and up 13.6% for the whole of 2022. A detailed performance breakdown is provided below.

Performance – November 2022

SSI tracking portfolio is up by 3% in November. We are now up 8.1% YTD. A detailed performance breakdown is provided below.

Performance – October 2022

SSI tracking portfolio is up by 3.2% in October. We are now up 5% YTD. A detailed performance breakdown is provided below.

Performance – September 2022

SSI tracking portfolio is down by -8.5% in September. We are now up 1.7% YTD. A detailed performance breakdown is provided below.

Performance – August 2022

SSI tracking portfolio rebounded nicely with a +9.3% gain in August. We are now up just over 11% YTD. A detailed performance breakdown is provided below.

Performance – July 2022

SSI tracking portfolio rebounded nicely with +11.5% gain in July. We are now slightly above break-even for the year. A detailed performance breakdown is provided below.

Performance – June 2022

Our tracking portfolio to a big dive of -13.3% during June’22 and is down 8.7% YTD. The monthly move was somewhat ahead of the 9.5% decline in the S&P. A detailed performance breakdown is provided below.

Performance – May 2022

Our tracking portfolio fell -4.1% during May’22 and is up +5.3% YTD. A detailed performance breakdown is provided below.

Performance – April 2022

Our tracking portfolio has returned +2.6% during Apr’22 and is +10% YTD. A detailed performance breakdown is provided below.

Performance – March 2022

Our tracking portfolio has returned +2.5% during March 2022 and is up 597% since 2017. A detailed performance breakdown is provided below.