Dear Investors,
Yesterday, my portfolio welcomed over 60 new copiers🚀. First of all, I want to sincerely thank you for your trust and support.
As I always say, knowledge is power. It’s essential for investors to understand not just what we invest in, but why and how we approach the market.
My strategy is based on economic cycles and high-quality, cash-flow generating companies. I only invest in businesses that can reliably produce future cash flows, ensuring long-term stability and growth.
I firmly believe that the real test of an investment strategy isn’t during bull markets, but how we manage risk during market downturns. You may notice that there have been moments where the portfolio experienced temporary drawdowns of around 10%, in line with broader market declines. However, by focusing on high-value, resilient stocks, we have consistently recovered these dips and outperformed the $SPX500 over the last five years.
The key is making smart decisions during market declines. I typically rebalance the portfolio every three months, and only make adjustments during exceptional situations, targeting positions that appear significantly undervalued. This approach allows for temporary declines while ensuring consistent long-term gains.
Currently, you’ll notice the portfolio is heavily concentrated in $XLV (State Street Health Care Select Sector SPDR ETF) which serves as a defensive asset. $XLV provides stability and dividends while offering a hedge against more volatile sectors, such as technology. During market downturns, it allows us to reallocate into undervalued opportunities efficiently. You can think of it as a fixed-term deposit in concept: it is not guaranteed, but it offers relative safety, liquidity, and consistent returns compared to other parts of the portfolio.
Thank you again for your trust.... Show More
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Sun Dec 14 2025 05:04:28 GMT+0000 (Coordinated Universal Time)
