📊 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝗥𝗲𝘃𝗶𝗲𝘄 / 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲
Dear Copiers & Followers,
📈 February proved to be a 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗶𝗻𝗴 𝗺𝗼𝗻𝘁𝗵 𝗳𝗼𝗿 𝗴𝗹𝗼𝗯𝗮𝗹 𝗺𝗮𝗿𝗸𝗲𝘁𝘀, with the $SPX500 recording a -1.87% following growing tariff & trade war concerns. The portfolio was also... Afficher plus Traduction
📊 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝗥𝗲𝘃𝗶𝗲𝘄 / 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲
Dear Copiers & Followers,
📈 2024 started off on the right foot, with the portfolio closing the month of January at a solid +𝟭.𝟵𝟲% 𝗴𝗮𝗶𝗻.
𝗠𝗮𝗷𝗼𝗿 𝗺𝗮𝗿𝗸𝗲𝘁 𝗺𝗼𝘃𝗲𝗿𝘀 for us in January included:
◾ $CPRI (Capri Holdings... Afficher plus Traduction
𝗔 𝗬𝗲𝗮𝗿 𝗜𝗻 𝗥𝗲𝘃𝗶𝗲𝘄, 𝟮𝟬𝟮𝟰 🔍
Dear Copiers & Followers,
As we head into 2025, I thought I would write a longer post looking-back at the last year. 𝗕𝘂𝘁 𝗳𝗶𝗿𝘀𝘁, 𝗮 𝗳𝗲𝘄 𝘄𝗼𝗿𝗱𝘀 𝗼𝗻 𝘁𝗵𝗲 𝗺𝗼𝗻𝘁𝗵 𝗼𝗳 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿...
Despite having a solid track-record as a generally... Afficher plus Traduction
📊𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝗥𝗲𝘃𝗶𝗲𝘄 / 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲
Dear Copiers & Followers,
📈 November was an 𝗽𝗼𝘀𝗶𝘁𝗶𝘃𝗲 month for the portfolio, recording a solid +𝟭.𝟲𝟰% 𝗴𝗮𝗶𝗻, bringing our 𝗬𝗧𝗗 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝘂𝗽 𝘁𝗼 +𝟯.𝟭𝟬% as of December 1st. We took the opportunity presented... Afficher plus Traduction
📊𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝗥𝗲𝘃𝗶𝗲𝘄 / 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲
Dear Copiers & Followers,
📈 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 was an underwhelming month for the major market indices, with the $SPX500 𝗿𝗲𝗰𝗼𝗿𝗱𝗶𝗻𝗴 𝗮 𝟬.𝟵𝟵% 𝗹𝗼𝘀𝘀. Similarly, the portfolio also saw a modest decrease, recording a 𝟬.𝟳𝟴% 𝗹𝗼𝘀𝘀... Afficher plus Traduction
📊𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄 / 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲
Dear Copiers & Followers,
📈 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 was a 𝗽𝗼𝘀𝗶𝘁𝗶𝘃𝗲 𝗺𝗼𝗻𝘁𝗵 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼, with it recording a +𝟬.𝟳𝟮% 𝗴𝗮𝗶𝗻 - a pleasant surprise considering September's historical reputation as... Afficher plus Traduction
📊𝗔𝘂𝗴𝘂𝘀𝘁 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄 / 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲
Dear Copiers & Followers,
As September begins, I thought I would write a 𝙨𝙝𝙤𝙧𝙩 𝙢𝙤𝙣𝙩𝙝𝙡𝙮 𝙪𝙥𝙙𝙖𝙩𝙚 post as always...
📈 August was a 𝗻𝗲𝘂𝘁𝗿𝗮𝗹 𝗺𝗼𝗻𝘁𝗵 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼, recording a minor +𝟬.𝟬𝟴%... Afficher plus Traduction
📊 𝗝𝘂𝗹𝘆 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄 / 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲
Dear Copiers & Followers,
As we head into our first full week of 𝗔𝘂𝗴𝘂𝘀𝘁, I thought I would write a 𝙨𝙝𝙤𝙧𝙩 𝙢𝙤𝙣𝙩𝙝𝙡𝙮 𝙪𝙥𝙙𝙖𝙩𝙚 post as always...
📈 July was a 𝗽𝗼𝘀𝗶𝘁𝗶𝘃𝗲 𝗺𝗼𝗻𝘁𝗵 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼,... Afficher plus Traduction
📊 𝗝𝘂𝗻𝗲 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄 / 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲
Dear Copiers & Followers,
As we end the first trading week of July, I thought I would write a 𝙨𝙝𝙤𝙧𝙩 𝙢𝙤𝙣𝙩𝙝𝙡𝙮 𝙪𝙥𝙙𝙖𝙩𝙚 post as always...
📈 June was a 𝗻𝗲𝗴𝗮𝘁𝗶𝘃𝗲 𝗺𝗼𝗻𝘁𝗵 𝗳𝗼𝗿 𝘁𝗵𝗲 portfolio, with a 𝗺𝗼𝗱𝗲𝗿𝗮𝘁𝗲... Afficher plus Traduction
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