Contrarian Investor Premium

Contrarian Investor Premium

The Contrarian Investment Portfolio: Status Entering January 2025

December was not a great month for the portfolio but there are reasons for optimism as 2025 -- and the second Trump term -- dawns...

Jan 01, 2025
∙ Paid

This monthly posting supplies a full run-down of The Portfolio status — largest holdings, performance, outlook, and even thoughts from the Portfolio Manager!

Here is the link to last month’s edition.

‘Trump 2.0 and the uncertainty entering 2025’ (by author via Grok AI)

Keep reading with a 7-day free trial

Subscribe to Contrarian Investor Premium to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2026 Contrarian Investor Media · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture