📈 October 2025: Performance Update

Stable Growth Amid Seasonal Shifts

October delivered a steady +0.5% average return across categories on Splint Invest, with 12 of 18 categories holding firm or gaining ground. Once again, Sport Trading Cards, Precious Metals, Pokémon, and Gems demonstrated the resilience of niche, scarcity-driven investments—even as others faced seasonality-induced softness.

October’s results reaffirm our thesis: high-quality tangible assets, especially those linked to pop culture or intrinsic value, can perform steadily in uncertain macro environments.

🚀 Category Highlights: October Movers

🥇 Sport Trading Cards (+3.9%) – Momentum Carries

The sports card segment continues to shine, with the CardLadder Index gaining another +0.7% MoM and +18% YTD. Wembanyama's red-hot NBA start pushed his index up +29.9%, while Ohtani capped his season with another title, moving his index +27%. Both cards led to revaluations in our portfolio.

🥈 Precious Metals (+2.2%) – Gold & Silver Stay Hot

After successfully exiting platinum at its recent peak in October, our focus shifted to silver and gold. Both metals extended their rally, underpinned by inflation concerns and geopolitical tension, contributing to strong performance in this category.

🥉 Pokémon (+1.6%) – 25th Anniversary Rally in Motion

The CardLadder Pokémon Index rose +6% in October and has now returned +110% YoY. In October we tested market liquidity and successfully exited a vintage “EX Dragon Frontiers” booster box with a net return of +21.9% in just 0.6 years. We remain cautious in our revaluations, but momentum is clear ahead of the franchise's 30th anniversary in 2026.

🎻 Music Instruments & Gems – Steady Appreciation

The Luigi Cardi violin was adjusted up +1.5% based on recent auction trends. In the gem segment, our sourcing advantage via B2B channels enabled a +1.4% rise, especially for sapphires and diamonds acquired significantly below B2C benchmarks.

📉 Category Weaknesses: Softness Driven by Seasonality

🍷 Wine (-0.2%) – Mixed Signals

October saw pockets of recovery, but pricing remains volatile. A few motivated sellers likely caused continued weakness. We remain conservative in revaluations.

🧳 Travel Luggage (-1.2%) – Seasonal Drop

Luxury luggage typically peaks in spring/summer. The October correction appears cyclical, and we expect interest to rebound ahead of the 2026 travel season.

👟 Sneakers (-0.4%) – Pricing Pressure

A few sellers undercut pricing on select models, triggering a mild correction. The long-term cultural trend remains intact.

🌟 Top Performing Assets – October 2025

💎 Still Available – And Climbing in Value

Some of October’s top-performing assets are still available on the platform, offering excellent upside potential for investors seeking entry at below-market valuations.

🧱 LEGO Modular Buildings Bundle II – +8.05% MoM

Released in October, this curated set of 80 modular building sets was sourced well below market average, just before new releases lifted prices across the category. The LEGO secondary market continues to benefit from constrained production runs, collector demand, and strong resale liquidity—especially for modular architecture lines. Early revaluation reflects both the timing of entry and real-time market movements in sealed set auctions.

🎨 David Hockney – Paper Pools (1980) – +6.77%

Hockney remains one of the most in-demand contemporary artists, and this iconic work from his Paper Pools series has recently gained traction in major auctions. Recent comps show sale prices ~30% higher than our acquisition cost. Given Hockney’s continued institutional relevance (notably the Centre Pompidou and LACMA exhibitions), we applied a conservative markup to reflect current demand without overstating short-term appreciation.

💎 Violet Blue Sapphire (12.7ct, No Heat) – +4.67%

Sourced at a ~30% discount to B2C retail through our gem expert network, this no-heat, investment-grade sapphire stands out due to its rarity, clarity, and strong international appeal. No-heat sapphires are increasingly sought after in Asia and the Middle East. Its October markup reflects both gemological strength and improving sentiment in the colored stone segment.

🏁 Lewis Hamilton – Ferrari Race-Worn Suit – +7.7% YTD

This asset blends narrative with scarcity: a suit worn during Hamilton’s debut season with Ferrari at the Miami GP, one of the sport’s fastest-growing markets. The F1 memorabilia market has shown accelerating interest in live-worn pieces, and Hamilton’s personal index rose another +2.1% in October. Given its historic relevance and collectible appeal, the suit remains undervalued relative to similar sales in the motorsport memorabilia space.

🔍 Conclusion: Rotation Rewards the Patient

October proved once more that diversification across passion-based assets offers both resilience and opportunity. As we enter the final stretch of 2025, our focus remains sharp:

• Disciplined pricing and cautious revaluations
• Timely exits aligned with market liquidity
• Continued sourcing of underpriced, culturally relevant assets

Let’s close the year strong. 💼