Jamie Leinhardt
πŸ”Έ MONTHLY UPDATE πŸ”Έ Month 2 – June 2021 Some really good news - I've been accepted into the eToro Popular Investor Program. I hope that this brings some new followers and copiers in the future. The portfolio ended the month up just over 4%. This was a great result, significantly outperforming the $SPX500 index, which was up just over 1%. The $NSDQ100 index was up over 6% on the month. During the month, 3 positions were closed and the cash redeployed to our existing positions, leaving the portfolio invested in 33 different stocks. I’ll be conducting a portfolio review next week, which may result in some new investments. I’ll make sure I post an update as soon as any decisions have been made. Performance of the portfolio: 4.1% Performance of the S&P 500: 1.0% Performance of the NASDAQ 100: 6.6% Top 3 contributors: $SMT.L (Scottish Mortgage Investment Trust) , $NVDA (NVIDIA Corporation) , $GNRC (Generac Holdings Inc) Top 3 detractors: $SMG (Scotts Miracle-Gro Company) , $J (Jacobs Engineering Group Inc) , $GAW.L (Games Workshop) I’ve included a chart displaying the composition of the portfolio as of the end of June 2021, and I hope that our investments will continue to perform well in July.