According to @stocktalkweekly, the account reports a tough monthly drawdown in individual stocks but shows a reported return of +406.32% versus the S&P 500’s +11.49% as of the Nov 21, 2025 update. Source: @stocktalkweekly. According to @stocktalkweekly, the portfolio currently holds 14 total positions organized into 5 thematic baskets, implying an average of 2.8 positions per basket. Source: @stocktalkweekly. According to @stocktalkweekly, the performance spread versus the S&P 500 is +394.83 percentage points (+406.32% minus +11.49%), underscoring substantial outperformance relative to the broad index. Source: @stocktalkweekly. According to @stocktalkweekly, no specific tickers, sectors, or trade details were disclosed in this update, and no crypto exposure or assets such as BTC or ETH were mentioned. Source: @stocktalkweekly.