The Coffee Can Investor

Q1 2026 Coffee Can Portfolio Update

Switching Off

Apr 18 • Coffee Can Investor

11

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February 2026

Navigating Style Drift

The high cost of learning new tricks in pessimistic situations

Feb 15 • Coffee Can Investor

2

The Turtle vs. The Golden Hare

The Maths of Being Frugal

Feb 7 • Coffee Can Investor

9

2

January 2026

Microsoft 1999 and the AI Moment

Why history warns us about paying any price for the future

Jan 17 • Coffee Can Investor

6

1

2025 - A Boring Year for Indian Equities

And why that's the opportunity

Jan 10 • Coffee Can Investor

15

2

Performance Update (Q4' 2025)

When Markets Test Patience More Than Conviction

Jan 2 • Coffee Can Investor

5

December 2025

Harvesting Volatility - part III

Returns Are Optional. Patience Is Not.

Dec 26, 2025 • Coffee Can Investor

1

Harvesting Volatility - part II

Volatility Is Free. Taxes Are Not.

Dec 21, 2025 • Coffee Can Investor

3

1

1

Harvesting Volatility

A data-driven look at profiting from volatility using plain-vanilla ETFs

Dec 14, 2025 • Coffee Can Investor

3

2

Rethinking the Pension Default

A simple global tracker often beats the elaborate portfolio you never asked for

Dec 7, 2025 • Coffee Can Investor

3

November 2025

Riding the Gold Wave in 2025

The rally, the risks and the art of exiting a winning trade

Nov 15, 2025 • Coffee Can Investor

Reviewing Lenovo (HKG:0992)

Steady Progress Beyond PCs

Nov 9, 2025 • Coffee Can Investor

1