25FY 26.19% vs. SP500 16.42% - 9.77% outperformance.
Sharpe Ratio (3.46) - Beta (0.22).
Normally, higher returns mean greater risks were taken, but in this case, I managed to both significantly reduce risk and achieve a substantially higher return than the market. My goal is to demonstrate why a Munger style quality-value strategy is a reliable way to protect your capital without sacrificing the returns you seek.
I write quarterly portfolio reviews to show the math, comparing the portfolio to the historical self, and the SP500, to ensure it keeps being of higher quality WHILE being at a better price.
If that sounds interesting I would like to invite you to read my article: [How I Beat The Market in 2025 by 9.77% With Lower Risk Than The Market - Value portfolio update](https://open.substack.com/pub/mathiasgraabeck/p/how-i-beat-the-market-in-2025-by?r=27oh3p&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true)