TBFG Portfolio in 2025
A Quiet, Disciplined 30% Year.
Why steady strategy beats market noise
2025 has been a year of noise, headlines, fear spikes, AI hype cycles, and macro volatility.
But underneath all of that, something far more important happened in my portfolio:
A slow, disciplined, dividend-focused strategy quietly delivered
Over +30% year-to-date — almost double the market
With a 6-7% portfolio-wide div…



