AscendEquity @AscendEquity: "📊 Monthly 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 Dear Copiers..."

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📊 Monthly 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 Dear Copiers and Followers, Let's dive into our monthly portfolio snapshot: 1️⃣ 𝗜𝗻𝘃𝗲𝘀𝗰𝗼 𝗗𝗕 𝗨𝗦 𝗗𝗼𝗹𝗹𝗮𝗿 𝗜𝗻𝗱𝗲𝘅 𝗕𝘂𝗹𝗹𝗶𝘀𝗵 𝗙𝘂𝗻𝗱: 📈 Performance: +2,73% 📌 Brief Overview: $UUP is an ETF designed to track the performance of the US Dollar against a basket of major world currencies. As the dollar strengthens, this ETF tends to perform well. 2️⃣ 𝗘𝗻𝗲𝗿𝗴𝘆 𝗦𝗲𝗹𝗲𝗰𝘁 𝗦𝗲𝗰𝘁𝗼𝗿 𝗦𝗣𝗗𝗥 𝗙𝘂𝗻𝗱: 📈 Performance: -0,51% 📌 Brief Overview: $XLE offers exposure to the Energy sector, including companies engaged in oil, gas, and energy equipment and services. It's responsive to changes in $OIL prices and overall energy market trends. 3️⃣ 𝗶𝗦𝗵𝗮𝗿𝗲𝘀 𝗠𝗦𝗖𝗜 𝗠𝗲𝘅𝗶𝗰𝗼 𝗘𝗧𝗙: 📈 Performance: -1,75% 📌 Brief Overview: $EWW tracks the MSCI Mexico Index, providing exposure to Mexican equities. Performance can be influenced by factors such as economic conditions, political events, and currency fluctuations. As we navigate the market's twists and turns, I'm optimistic about the strategic planning put into our recent rebalancing. With careful consideration and attention to detail, I have great hope for a great portfolio performance in 2024. Thank you for your ongoing trust and commitment. Bernardo $XOP $EURUSD $SPX500

7 Mentioned Show all

UUP

Invesco DB US Dollar Index Bullish Fund

XLE

Energy Select Sector SPDR

OIL

EWW

iShares MSCI Mexico ETF

XOP

SPDR S&P Oil & Gas Exploration & Prod

EURUSD

SPX500