jpmontero88 @jpmontero88: "Post about: 2023 Strategy Post Nº:..."

Spain

Edited

Post about: 2023 Strategy Post Nº: 2 Previous Post: 1 etoro.tw/3XKvAD5 Dear Followers and Copiers, As I commented in my previous post and taking advantage of the fact that we are Retail Investors, these past days I've been busy shifting our Portfolio from Energy Stocks to Information Technology, Consumer Discretionary and Communication Services (mainly) and reducing our Hedges. In this sense, we sold: -> $STNG (Scorpio Tankers Inc) - ENERGY (sold) -> $RUI.PA (Rubis SCA) - ENERGY (sold) -> $GLD & $NEM (Newmont Mining Corp) - HEDGE (sold) -> $TLT - HEDGE (reduced) And Invested in: -> $NA9 - Increase our position (unfortunately not on eToro) -> $GSY - NEW (also unfortunately not on eToro) -> $GOOG (Alphabet) - Increase our position -> $PYPL (PayPal Holdings) - NEW -> $EXPE (Expedia Group Inc) - NEW -> $FIS (Fidelity National Information Services Inc) - NEW -> $FFIV (F5 Networks Inc) - NEW We also increase our exposure to China through: -> $JD.US (JD.com-ADR) -> $BIDU (Baidu, Inc.-ADR) See the attached photo for some extra information on each stock :) There are many good opportunities on the Market right now, don't try to catch the bottom. On a following post I'll try to explain why I DO believe the Mkt already bottom back in October and we could be facing a new Bull Trend Cheers, JP