Soumya Eswaran Wed, Apr 16, 2025, 11:16 AM 3 min read In This Article: Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here. Middle Coast Investing had a difficult but manageable first quarter, but everyone has suffered since the Liberation Day crash at the beginning of the second quarter. To manage the volatility, the firm decided to increase cash goal levels by roughly 5% for each portfolio. In the quarter, the firm sold 3% more than it bought. In Q1 2025, the US Portfolios returned -3.7% compared to -4.6% for the S&P 500. It’s Core U.S. portfolios returned -0.7% while Russell 2000 returned -9.8%, S&P 600 returned -9.3% and Nasdaq generated -10.4% for the same period. However, its European Portfolios appreciated by 9.2%. In addition, please check the fund’s top five holdings to know its best picks in 2025. In its first quarter 2025 investor letter, Middle Coast Investing emphasized stocks such as Vimeo, Inc. (NASDAQ:VMEO). Headquartered in New York, New York, Vimeo, Inc. (NASDAQ:VMEO) offers video software solutions. The one-month return of Vimeo, Inc. (NASDAQ:VMEO) was -13.00%, and its shares gained 34.94% of their value over the
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