Daniell Wright @Twistery: "📌 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 Good morning everyone,..."

South Africa

📌 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 Good morning everyone, I hope you are all still doing well and keeping safe. A quick update on our portfolio following the recent Middle East conflict and the volatility in global markets. 🌍 𝗠𝗮𝗿𝗸𝗲𝘁 𝗰𝗼𝗻𝘁𝗲𝘅𝘁 & 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴 The escalation in the Middle East created sharp divergences across sectors, energy and defence moved higher while most other sectors and indices pulled back. Our defensive positioning helped keep the portfolio stable through this period, with minimal movement. The portfolio continues to show lower drawdowns than the broader market, which is exactly what I aim for during uncertain periods. The focus remains on protecting capital first, and the portfolio’s relative stability to major indices reflects that priority. 📈 𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝗮𝗵𝗲𝗮𝗱 I’m continuing to monitor valuations closely. When the risk-reward improves, I’ll begin redeploying capital into high quality companies at more attractive prices. Patience remains important here as I’d rather wait for the right opportunities than chase short term moves and risk our capital. 🎓 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 My first CISI Level 3 exam is booked for next month. My goal is to complete the full Level 3 qualification in the first half of the year and then begin working toward Level 4 in the second half. This is part of maintaining a professional standard in how I analyse and communicate investment decisions, and ultimately becoming a pro investor on eToro. 📊 𝗨𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 I’ll be sharing a DCF valuation on $AMZN (Amazon.com Inc) later this week or early next week. Amazon has been a core holding of mine since 2018, and it’s a company where a fundamentals-based valuation adds real insight. I’ll share the full model and my updated fair value range in that post. 📊 𝗥𝗲𝗰𝗲𝗻𝘁 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 In case you missed it, I’ve dropped a link to my recent $QCOM (Qualcomm Inc) valuation in the comments. This is my most in‑depth analysis yet and forms the template I plan to use going forward. I’ll continue improving it by adding additional components such as the owner’s earnings model. Thank you for your continued trust and for staying aligned with the long-term process. All the best, Daniell $SPX500 $NSDQ100

Not investment advice. The author may have financial interests in the mentioned instruments.