Dear Investors,
Here is the portfolio update for last month.
📅 Monthly update: June
Current stats:
📈 June Return: 7.36%
📈 Year-to-Date (YTD) Return: 12.23%
📊 Copiers' Profitability: 99.46%
📈 2 Year Return: 176.56%
(Correct at time of writing)
Portfolio update:
Last month was another great month for the portfolio, with a gain of 7.36% compared to the $SPX500 return of 4.96%. The move up was largely down to $uber and $mu, with both stocks continuing to beat the market consistently. I will be keeping hold of both for now, but I will continue to decrease slightly since they are both big contributors to the portfolio's risk score.
I have also added to Salzgitter (SZG.DE), which had a fantastic jump this past week, increasing by nearly 30%, due to approval of the use of their secure 500 steel by the German military.
Looking forward, I am working towards trimming a couple of positions and either opening new ones or adding to existing holdings. I'm searching for new opportunities and going through the portfolio to determine what is worth keeping and what needs to go.
New positions:
SZG.DE
Increased positions:
INMD (Inmode Ltd)
SZG.DE
TLT
Decreased positions:
$AMZN (Amazon.com Inc)$GOOG (Alphabet)
CP
UBER
GS
MU
Feel free to ask any questions you may have, and I will reply as soon as I can.
For anyone who would prefer to private message, you can do so on LinkedIn: www.linkedin.com/in/courtney-franklin-16564a2a0
For more stats on my portfolio, check out: bullaware.com/etoro/Cfranklin89
Kind regards
Courtney... Show More
@Cfranklin89 hi going back you said the S&P market roughly generates 10% returns a year as you have beaten this for the past 6 years roughly how much are your returns per annum for S&P ? ... Show More
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