Markets and our portfolio are down today on what is effectively a war in Iran and the Middle East. Days like this remind me why I invest with a long-term outlook.
I canโt predict geopolitics
I canโt control headlines
What I can do is focus on whether the businesses I own will be stronger a decade from... Show More
Dear Investors, I hope this finds you well.
Here is your first monthly update of the yearโฆ
๐ ๐๐ค๐ฃ๐ฉ๐๐ก๐ฎ ๐ช๐ฅ๐๐๐ฉ๐: January
๐พ๐ช๐ง๐ง๐๐ฃ๐ฉ ๐จ๐ฉ๐๐ฉ๐จ:
๐ January Return: 3.92%
๐ Year-to-Date (YTD) Return: 2.72
๐ Copiers' Profitability: 97.17%
๐ 2 Year Return: 49.24%
(Correct at time... Show More
Dear Investors, I hope this finds you well. I will keep this one short and sweet, since I will be posting again in a week's time with more about my thoughts on the year ahead. This will cover my strategy going forward, what stocks and sectors I am keeping an eye on and a general plan for the portfolio.
๐ ... Show More
Dear Investors,
Merry Christmas and a Happy New Year to all.
As another year comes to an end, I want to thank everyone who stuck with me for another year and, of course, those who have just started to copy the portfolio.
I will be doing a yearly summary of the year's ups and downs, positives/negatives... Show More
Dear Investors, I hope this finds you well.
The portfolio is moving along nicelyโup nearly 1% todayโwith tech stocks continuing their upward momentum after a shaky start to the month. The early volatility was largely driven by concerns over capex spending and the circular investment patterns among... Show More
Dear Investors, I hope this finds you well.
Firstly, I want to address my recent lack of online presence. Work has been busier than usual, and life has been hectic in general the last month, along with my 2-year-old daughter still teething and not sleeping (Iโm sure one of you guys said it gets easier?... Show More
Dear Investors,
With another month gone, all eyes are on Jerome Powell's next move to see how the remaining three months of the year might pan out.
With a 25 basis point cut almost certain, investors are now eyeing a half-point cut, which would push the markets higher.
The issue here is that... Show More
Hello Investors, This post will be pinned for new and existing customers to better understand the overall direction and strategy going forward.
If you have any questions, feel free to leave them in the comments.
๐๐๐ฎ ๐๐๐ ๐๐๐ฌ๐๐ฎ๐จ
โข ๐๐๐จ๐๐ก๐๐๐ฃ๐๐ & ๐ฝ๐๐ก๐๐ฃ๐๐: The portfolio is being... Show More
Dear Investors,
This month, I have started working towards setting up the portfolio in a way that reduces unnecessary correlations and has 1 or 2 strong convictions in a sector, along with adding defensive assets.
After doing some research and going over the portfolio, I have picked out assets that... Show More
Dear Investors,
Here is the portfolio update for last month.
๐ Monthly update: June
Current stats:
๐ June Return: 7.36%
๐ Year-to-Date (YTD) Return: 12.23%
๐ Copiers' Profitability: 99.46%
๐ 2 Year Return: 176.56%
(Correct at time of writing)
Portfolio update:
Last month was another great... Show More
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