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InsightBLOGMarch 16, 20261 min read
10 Years of Modern Value Investing - Performance Review and Portfolio Update
By modernvalueinvesting
Primary Source Material
Published via substack_modernvalueinvesting
10 Years of Modern Value Investing
In 2025, my portfolio gained 19% measured in euros (after transaction cost and before taxes)—a satisfying result that approached the upper end of my 15–20% target return range. In relative terms it was an even stronger year: the MSCI World rose just 6.1% in euros, ...
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