Gianonchh
Edited
Today, 16/08/2024, I did some trades: As I wrote yesterday, I decided to sell most of my bank stocks since the interested rates are projected to be reduced in the second half of 2024, leading to less profits for the financial industry. I also sold some stocks of other companies I hold, since I don't want to have a big allocation dedicated to them anymore. As a consequence, I increased the weight of the big the companies in my portfolio: BUYS: - $GOOG (Alphabet): Increased the allocation by 12.49%; - $MSFT (Microsoft): Increased the allocation by 11.99%; - $AMZN (Amazon.com Inc): Increased the allocation by 16.79%. SELLS: - $DIS (Walt Disney): Reduced the allocation by 18.61%; - $AMR (Alpha Metallurgical Resources, Inc): Reduced the allocation by 54.00%.
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