Model Portfolio

Nov 27, 2025

Major Updates to the Model Portfolio

Ryunsu Sung avatar

Ryunsu Sung

어웨어 모델 포트폴리오 업데이트 배너.

Total return stands at 117.54%, down from the portfolio update on November 2. The main reasons were that negative sentiment dominated the market throughout November, and a company we hold triggered a globally impactful outage, causing its share price to drop sharply.

To manage the portfolio more efficiently, we are implementing an update to replace one of our holdings.

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