Lester Murray Antman dba SimplyRich

Portfolio Overview

The SEC 13F filing for Lester Murray Antman dba SimplyRich reveals a rapidly expanding, highly diversified portfolio with a total market value of $382,390 as of December 31, 2025. This represents a significant portfolio growth of 109.1% compared to the previous quarter's value of $182,900. The portfolio consists of 199 individual holdings, indicating a strategy that favors broad diversification over concentrated bets. The asset base is relatively small (sub-$500K), sugges...