Capitalist Letters

Capitalist Letters

Home
Essays
Stock Picks
Portfolio Updates
About

📊 Portfolio Update

Finishing April: Our Portfolio Outperforms S&P 500 by 32%, Here Is What We Own!
Our portfolio is now up 62% year-to-date against 30% of S&P 500. Here is our updated portfolio.
 • Oguz Erkan
Finishing March: Our Portfolio Outperforms S&P 500 by 10%, Here is What We Own!
Our portfolio is now up 21% in the last twelve months against 11% of S&P 500. Here is our updated portfolio.
 • Oguz Erkan
Finishing February: Our Portfolio Outperforms S&P 500 by 11%, Here is What We Own
Our portfolio is now up 27% in the last twelve months against 16% of S&P 500. Here is our updated portfolio.
 • Oguz Erkan
Finishing January: Our Portfolio Outperforms S&P 500 by 25%, Here Is What We Own!
Our portfolio is now up 39% in the last twelve months against 14% of S&P 500. Here is our updated portfolio.
 • Oguz Erkan
Finishing 2025: Our Portfolio Outperforms S&P 500 by 28%, Here Is What We Own!
Our portfolio is now up 44% within the last twelve months against 16% of S&P 500. Here is our updated portfolio.
 • Oguz Erkan
Finishing November: Our Portfolio Outperforms S&P 500 by 30%, Here Is What We Own!
Our portfolio is now up 46% year-to-date against 16% of S&P 500. Here is our updated portfolio.
 • Oguz Erkan
Finishing October: Our Portfolio Outperforms S&P 500 By 40%, Here is What We Own!
Our portfolio is now up 60% in the last twelve months against 20% of S&P 500. Here is our updated portfolio.
 • Oguz Erkan
Finishing September: Our Portfolio Outperforms S&P 500 By 52%, Here's What We Own!
Our portfolio is now up 67% in the last twelve months against 15% of the S&P 500. Here is our updated portfolio!
 • Oguz Erkan
Finishing August: Our Portfolio Outperforms S&P 500 By 46%, Here's What We Own!
Our portfolio is now up 62% in the last twelve months against 16% of the S&P 500. Here is our updated portfolio!
 • Oguz Erkan
Finishing July: Our Portfolio Outperforms S&P 500 By 24%, Here's What We Own!
Our portfolio is now up 40% in the last twelve months against 16% of the S&P 500. Here is our updated portfolio!
 • Oguz Erkan
Finishing June: Our Portfolio Outperforms S&P 500 By 29%, Here's What We Own!
Our portfolio is now up 41% in the last twelve months against 12% of the S&P 500. Here is our updated portfolio!
 • Oguz Erkan
Finishing May: Our Portfolio Outperforms S&P 500 By 15%, Here's What We Own!
Our portfolio is now up 27% in the last twelve months against 12% of the S&P 500. Here is our updated portfolio!
 • Oguz Erkan
© 2026 Oguz Erkan · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture