Global 25 Performance for End July 2026
The FTSE Global All Cap Index was down -0.69% and the Portfolio up 6.13% for a positive alpha of 6.82%. There are no changes this month.
The Savvy Yabby Report distributes our institutional grade model portfolios to paying subscribers on a monthly basis. The current list includes these strategies.
Australian 20 Stock Model Portfolio
USA 20 Stock Model Portfolio
International (non-USA) 20 Stock Model Portfolio
Global Best Ideas 25 Stock Model Portfolio
There are no changes for the global model this month.
The updated performance and current portfolio are given below.
Since inception, the performance remains positive.
The ratio of absolute return for risk remains very favorable.
In virtue of the churning market conditions, we are sitting tight this month.
The current portfolio snapshot is detailed below.
