Capitalist Letters

Capitalist Letters

Home
Chat
📈Stock Picks
📚 Fundamentals
📝Essays
📊 Portfolio Update
Free E-book
📔 Course: Investing 101
📖Open Resource Library
About

📊 Portfolio Update

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
2
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
2
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
3
Finishing Q1: Our Portfolio Outperforms S&P 500 By 13%, Here's What We Own!
Our portfolio is now up 25% in the last twelve months against 12% of the S&P 500. Here is our updated portfolio!
 • 
Oguz Erkan
2
📉Why Should You Never Short?
Three obvious reasons why you should never short stocks...
 • 
Oguz Erkan
2
March Update: Our Portfolio Outperforms S&P 500 By 20%, Here's What We Own!
Our portfolio is now up 26% in the last twelve months against 6% of S&P 500. Here is our updated portfolio!
 • 
Oguz Erkan
5
Rocking February: Our Portfolio Outperforms S&P 500 By 34%, Here Is What We Own!
Our portfolio is now up 52% in the last twelve months against 18% of S&P 500. Here is our updated portfolio!
 • 
Oguz Erkan
9
Beginning 2025: Our Portfolio Outperforms S&P 500 By 27%, Here Is What We Own!
Our portfolio is now up 51% in the last twelve months against 24% of S&P 500. Here is our updated portfolio!
 • 
Oguz Erkan
8
Closing 2024: Our Portfolio Outperforms S&P 500 By 23%, Here Is What We Own!
Our portfolio is now up 47% in the last twelve months against 24% of S&P 500. Here is our updated portfolio!
 • 
Oguz Erkan
7
Sweet November: Our Portfolio Outperforms S&P 500 By 26%, Here Is What We Own!
Our portfolio is now up 57% in the last twelve months against 31% of S&P 500. Here is our updated portfolio!
 • 
Oguz Erkan
5
Our Portfolio Crushed S&P 500 In October, Here Is How!
Our portfolio returned 52% last year against 35% of S&P 500. Here is what we own and our portfolio strategy.
 • 
Oguz Erkan
4
© 2025 Oguz Erkan
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture