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Website title: Investment Moats – Wealth Mentor for Financial Independence

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The Small Cap stocks of the US, represented by the S&P 600 has been on a good run. This year, they notched a return of 22.8%. This is compared to the S&P 500 return of about 12.5%. The S&P 600 requires at least positive trailing earnings for the past 12 months to qualify so they remove the non-profitable companies.

I said before that you are going to ge...


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I wrote a recent article highlighting that we have to contextualize how you derive the returns to better appreciate them.

It May not be always about Best Returns but Getting Poor Outcomes

I used the S&am...


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I would periodically update everyone my personal spending. This is the update for this month.

You can review my past spending logs by going to the personal notes section of investment moats here in the future.

How I Group My Spending.

One...


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The chart below is the State Street® SPDR® MSCI USA Small Cap Value Weighted UCITS ETF (ticker USSC):

If you see where the orange line is, you would be able to see the average cost of my position. USSC used to...


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Here is the update for my Daedalus portfolio for Jul 2026. If work is not too busy, I will try to provide an update where possible.

I explained how I constructed this portfolio in Deconstructing Daedalu...


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