Core Conviction Portfolio: End of Year Briefing
We're capping off a strong year for our Core Conviction Portfolio, anchored by massive outperformance from stocks like $HOOD and $SHOP. We've also got 2 ACTION items at hand: we're closing one position and entering another...
Megan Brantley
December 04, 2025
Executive Summary: Delivering Alpha Through Consumer Data
The LikeFolio Core Conviction portfolio has concluded 2025 with an exceptional performance record, substantially validating our thesis that proprietary consumer demand data is the leading indicator for market outperformance.
As of December 4, 2025, the Core Conviction Portfolio has realized an average Year-to-Date (YTD) gain of +38%, far exceeding the S&P 500 Index (SPX), which is up approximately +16% over the same period.
Note: HIMS and AAPL positions were entered in 2025. For these two positions, gain since entry was used. No positions were exited in 2025.
This material alpha generation is a direct result of identifying and holding stocks exhibiting sustained, verifiable consumer engagement.
Now it’s time for some portfolio management.
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