LucImbert
Edited
Update on the 22/08/2024: Continued DCA strategy. Changes made to portfolio since last post. Sold out of all bank positions, $ISP.MI (Intesa Sanpaolo Group), $ACA.PA (Credit Agricole S.A.) and $UCG.MI (UniCredit Commercial Bank) After receiving dividends of 12,67$ 31,02$ 9,19$and 63,67$ 51,31$ and 94,16$ in capital gains respectively during period. Out of 520 $ investment, overall return is 262 $ or a total of +50% over 18 months. Sold out of $TSLA (Tesla Motors, Inc.) 100$ position, loss of 36,24$ or -36,24% over 24 months. Reduced $SMH position from 400$ to 150$, having received 1,75$ in dividends and 154,61$ in capital gains or a total of +39% in 12 months. Increased positions in $QQQ $BRK.B (Berkshire Hathaway Inc), $VOO opened $OXY (Occidental Petroleum Corp) position and opened and added significantly to $BIL