Hello everyone, and welcome to My Patient Investing Lab!
by Michael Lamonaca 24 July 2025
Today, I wanted to share a look at how my “il dolce far niente” portfolio is performing since its recent inception, alongside a common benchmark. As you can see from the graph, in just a couple of weeks since July 10th, our “il dolce far niente” portfolio has shown a capital gain of 12.59%. For comparison, the Betashares Australia 200 ETF (A200), which is a great, low-cost way to track the top 200 Australian companies, has shown a 1.97% gain over the same short period.
It’s important to remember that for us, capital gain or loss at this stage is largely paper profit or loss, and doesn’t hold much relevance in our long-term strategy. Our core philosophy is to “hold for life” those exceptional businesses that meet our rigorous criteria. We’re not focused on short-term market fluctuations or trying to time the next big move. Instead, we select robust companies, buy them at the right price, and then let them compound our wealth and generate passive income over decades. The real magic happens over the long haul, as our chosen businesses continue to grow and pay dividends, embodying the true spirit of money working effortlessly for us.
source by: My Patient Investing Lab:
https://www.theitalianreviews.com/2025/07/24/my-patient-investing-lab-3/