Summary
Akhil announces his guest-edited Boom Bust Bulletin (BBB53) on how to outperform markets. Case study: the Oakleigh 18.6 Strategic Investment Portfolio (SIP). Goal: buy stocks about to begin a strong move and ride upward. Risk management via early stops. 2025 performance: 40% YTD, substantially outperforming benchmark, driven by resource sector positioning. Real value will be seen in protecting capital and positioning for recovery during the eventual crisis.
Key Claims
- Oakleigh 18.6 SIP is up 40% YTD in 2025, substantially outperforming benchmark. — confidence: high
- The SIP’s approach: buy breakouts in stocks beginning strong upward trends; take stops early on failures. — confidence: high
- The SIP was set up after a 2020 conversation between Akhil and Tim Moffatt at a PSE event. — confidence: high
- Resource sector exposure drove 2025 outperformance. — confidence: high