SafePortfolio @SafePortfolio: "July Update This month has been..."

Germany

July Update This month has been very good for us, with + 2,70 % compared to a flat US stock market. $SPY The total performance in 2024 looks good too (every month green), achieved with a very low risk score (much lower than market risk). Recently we could see a rotation out of very expensive, somewhat overvalued tech stocks ( $NVDA (NVIDIA Corporation) , $GOOG (Alphabet) ...) into lower risk, high quality value stocks. These are the stocks we own, and I expect this trend to continue and these type of companies (real estate, utilities, energy $OIL , healthcare, staples) to outperform a still very expensive total stock market. $VTI I added companies from the most undervalued sectors, real estate and utilities ( $O (Realty Income Corp) , $ADC (Agree Realty Corp) , $WEC (WEC Energy Group) ) to the portfolio, which are already up quite a lot after the purchase. I look especially for exposure to one of the highest demand area in the future due to a favorable climate, the Midwest of the US. This area will most likely boom and "outperform" the rest of the United States, in particular the currently high demand areas in the south (Arizona, Florida...). Having a longterm view as an investor is the main advantage we have over Wall Street.

8 Mentioned Show all

SPY

SPDR S&P 500 ETF

NVDA

NVIDIA Corporation

GOOG

Alphabet

OIL

VTI

Vanguard Total Stock Market ETF

Realty Income Corp

ADC

Agree Realty Corp

WEC

WEC Energy Group