π **Portfolio Update β June 2025**
βοΈ *by Antonio Menditto, Portfolio Manager*
The portfolio continues to outperform the S&P 500 in Q2. Our strategy remains focused on high-quality growth stocks, with a balanced allocation across technology, defense, and healthcare.
π **Recent Moves**
- **Exited Tesla (TSLA)**: Due to excessive valuation (P/E > 100), high volatility, and no dividend yield, we decided to close the position.
- **Added Johnson & Johnson (JNJ)**: A solid dividend payer with low volatility and strong fundamentalsβideal for navigating geopolitical uncertainty.
π **Geopolitical Outlook**
We ran a stress test simulating three major geopolitical risks (Taiwan, Middle East, Eastern Europe). The portfolio showed strong resilience, thanks to its defensive components and sector diversification. However, we are closely monitoring exposure to Asian tech.
π **Updated Metrics**
- **Sharpe Ratio**: 0.65
- **Beta**: 0.76
- **Average Dividend Yield**: 1.23%
- **Average P/E Ratio**: 33.6
π **Next Steps**
We are evaluating further entries into defensive sectors and utilities to enhance portfolio stability in the face of potential global volatility.
π¬ *Questions or suggestions? Letβs discuss in the comments!*... Show More
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Sat Nov 15 2025 20:55:20 GMT+0000 (Coordinated Universal Time)
