Portfolio Update: Spotlight on Wesfarmers (WES)

Not every position wins right away—that’s normal. I’m still red on ADBE, CTAS, and MSI. Even so, my overall CAGR sits at 29% over 3.61 years.

Backstory on Wesfarmers (WES): when I bought in March/May 2023, the price moved sideways for ~7 months. Fast-forward to today and WES is now my #2 performer (after I took profits in META and FAST mid-year), delivering +90.37% total return (inc. dividends) or ~32.27% CAGR.

Takeaway: Patience + a sound strategy > chasing quick wins. Stay disciplined, stick to your process, and let time do the heavy lifting.