Pernas Research Q2 2025 Investment Letter
Guido Mieth QTD YTD *ITD Overnas portfolio* 19.3% 10.5% 28.3% S&P 500 10.8% 6.0% 14.7% Russell 2000 8.5% -1.8% 7.1% DJ Industrial Average 5.4% 4.4% 12.1% Click to enlarge *The ”Pernas Portfolio” is a private account managed by Pernas Research LLC. Performance inception date is 01/01/2017. Periods longer than a year are annualized. The second … Read more