Dear Copiers and Followers,
For the month July '24 we have just updated the portfolio. Rotating those shares that are no longer Outperform with new ones that have become Outperform and making other changes when necessary.
This month we are adding quite a few new shares. Starting with $EZJ.L (easyJet) (EasyJet) the well known low budget airline. And $TRN.L (Trainline PLC) (Trainline PLC) an UK-based online railways and coaches ticketing platform.
This month Sells are $SAND.ST (Sandvik AB) (SANDVIK AB) and $TTE (TotalEnergies SE-ADR) (Total Energies) We made a 4.18% and -3.41% profit and a loss on these trades.
Given that Momentum remains positive we also have a tilt towards higher beta shares.
As PI I presented at the IEX Beleggersdag last week which was great to do; a professional and very enjoyable event. Thanks eToro.
Great to notice that every single year that we have been active has been a positive result for the year. Green candles for 2021, the very difficult year 2022, 2023 and now 2024. 2024 is off to a great start as shares in general have rebounded and ours in particular.
Building a portfolio that can handle all market conditions and remains flexible is key.
Thank you to @popularinvestors for your ongoing support.... Show More
