Pristine Capital

Pristine Capital

📈The Last Dance

Pristine Market Analysis & Watchlist 9.30.25

Andrew O'Connell, CFA, FRM's avatar
Andrew O'Connell, CFA, FRM
Oct 01, 2025
∙ Paid
7
1
Share

Team,

Q3 is in the books!

  • I finished Sept with a -13.64% monthly return, bringing my YTD return to +89.39%.

  • I’ve had 5 months of positive performance and 4 months of negative performance so far this year

  • My drawdown was expected and within tolerance. My top holdings had an excellent run in August and were due for a healthy pullback👇

Now let’s look ahead to Q4 2025. I am not 100% sure I’ll compete in the USIC next year. This could be my last dance.

So let’s have a great Q4. HAGE🍻

-Andrew

💻Inside a Pristine Research Note!

💻Inside a Pristine Research Note!

Andrew O'Connell, CFA, FRM
·
Aug 30
Read full story

Market Update 📊

  • NVDA continued relative strength on the back of this incredible linked interview with CEO Jensen Huang. I highly recommend anyone interested in technology and/or markets to watch this👇

  • GC Gold & IEV European equities outperformed into quarter-end 👇

  • XLV healthcare outperformed in a tape of MIXED BREADTH 🟡

Index YTD Price Returns 📈

Entering Q4 with strong YTD momentum across the board👇

News Flow🌎

Via Tradingeconomics & Financial Times

Pristine TradingView Indicators⚙️

Free tools:

  1. 📊 Pristine Volume

  2. 🦾 Pristine Breadth

Premium tools:

🔗Unboxing the Pristine Indicators Video

🔗Pristine Alpha Tools


Economic Calendar🌎

US Investing Championship Record🏆

│2025 YTD (9/30): +89.39% │2024: +254.0% │2023: +103.5% │

Key Ideas 🗝️

Keep reading with a 7-day free trial

Subscribe to Pristine Capital to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Andrew O'Connell, CFA, FRM
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture