History

Track Record

A long arc with a clear pattern. The first trade — Apple — was placed in 2009; disciplined, regular trading began in 2018. Since 2022, every full year has finished ahead of the S&P 500.

2009
First trade
A single position in Apple.
2018
Trading regularly
A consistent, year-round approach.
5 of 5
Years above the S&P 500
Each year shown, 2022–2026.
Versus the benchmark

Annual return vs. the S&P 500

Personal account return for each year, set against the S&P 500's total return for the same period.

90% 60% 30% 0% -25% -7.1% -18.1% 2022 +27.4% +26.3% 2023 +31.6% +25.0% 2024 +82.0% +17.9% 2025 +17.4% +9.2% 2026 YTD
Portfolio (gain) Portfolio (loss) S&P 500
Year by year

The numbers

YearAbiam CapitalS&P 500vs S&P
2022-7.10%-18.11%+11.0 pts
2023+27.45%+26.29%+1.2 pts
2024+31.64%+25.02%+6.6 pts
2025+82.03%+17.88%+64.2 pts
2026 YTD+17.35%+9.15%+8.2 pts
The journey

How it built

2009 — The first trade

It started with a single name, Apple, and the habit of paying attention to how businesses actually compound over time.

2018 — Trading regularly

Occasional bets gave way to a consistent, year-round process — position sizing, risk management, and a repeatable approach.

2022 — A documented edge

From 2022 onward the results are on the record: five straight years finishing ahead of the S&P 500, through both down and up markets.

Figures reflect a personal brokerage account and are personal (money-weighted) rates of return; the benchmark is the S&P 500 annual total return, with 2026 shown year-to-date through June 13, 2026. Past performance is not indicative of future results, and nothing here is an offer of investment services.