Thomas Priestley
United Kingdom
๐—›๐—ฒ๐˜† ๐—š๐—ฟ๐—ฒ๐—ฒ๐—ป ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ผ๐—ฟ๐˜€, ๐ŸŒฑ To briefly summarize what Iโ€™ve been up to this week; portfolio up +1.1%, +26% YTD. ๐—•๐˜‚๐˜†๐˜€ ๐Ÿ’ฐ None. ๐—ฆ๐—ฒ๐—น๐—น๐˜€ ๐Ÿ’ธ $TRIG.L (Renewables Infrastructure Group Ltd) โšก๏ธ- Sold a little more during the week. UK Gilt yields continue to rise, even against the backdrop of BoE cuts; dampening the appeal of high dividend stocks. Cash position now 11%. ๐—ช๐—ฎ๐˜๐—ฐ๐—ต๐—น๐—ถ๐˜€๐˜ ๐Ÿ‘€ Still interested in the materials space. Copper/Gold miner $2899.HK (Zijin Mining) and lithium producer $ALB (Albemarle Corporation) (and possibly $LIT (Global X Lithium & Battery Tech ETF) ) top of the list to add to our positions. Keeping this brief to encourage it to become a more regular posting style. ๐—ง๐—ต๐—ฒ ๐—ณ๐˜‚๐˜๐˜‚๐—ฟ๐—ฒ๐˜€ ๐—ฏ๐—ฟ๐—ถ๐—ด๐—ต๐˜, ๐˜๐—ต๐—ฒ ๐—ณ๐˜‚๐˜๐˜‚๐—ฟ๐—ฒ๐˜€ ๐—ด๐—ฟ๐—ฒ๐—ฒ๐—ป. ๐ŸŒฑ Thanks, have a great week, @Tom1313 โœŒ๏ธ ๐Ÿซถ