robchamow
πŸ“ˆ Portfolio Update | May 18πŸ“ˆ 2,450 copiers πŸ“Š +218% since portfolio creation πŸ“Š +28% annualized πŸ“Š +6.69% in 2025 YTD πŸ“Š S&P 500: +1.53% πŸ“Š MSCI World: +4.19% This week, I carried out several portfolio rebalancing moves, as some high-weight positions are approaching their fair value. We had strong exposure to companies that have risen over 50% since the April lows β€” such as NVIDIA, Meta, and others. As a result, I executed partial profit-taking and reallocated the proceeds across other portfolio positions, seeking a more balanced, diversified, and less concentrated structure. After a +20% rebound from April’s lows, I believe concentration becomes less essential, as the upside potential of some companies is now lower or more evenly distributed across the portfolio. πŸ’Ό Portfolio Allocation (%): 1. Alphabet (GOOG): 13.82% 2. Amazon (AMZN): 11.81% 3. Microsoft (MSFT): 9.24% 4. NVIDIA (NVDA): 8.45% 5. Meta (META): 7.15% 6. TSMC (TSM): 6.77% 7. ASML (ASML.NV): 5.78% 8. LVMH (MC.PA): 4.47% 9. iShares MSCI ACWI (IUSQ.DE): 4.13% 10. Visa (V): 3.78% 11. Mastercard (MA): 3.43% 12. Apple (AAPL): 3.38% 13. Moncler (MONC.MI): 3.28% 14. Bitcoin (BTC): 3.10% 15. American Express (AXP): 2.56% 16. HermΓ¨s (RMS.PA): 2.27% 17. Ferrari (RACE): 2.19% 18. Booking (BKNG): 1.76% 19. iShares MSCI EM Asia (CEBL.DE): 1.27% 20. Physical Gold (PPFB.DE): 0.97% 21. Tesla (TSLA): 0.40% πŸ’Ό Strategic Allocation Update This month, I added four strategic assets to enhance diversification and strengthen capital protection amid growing global uncertainty: β€’ Bitcoin (BTC) β€’ Physical Gold (GLD) β€’ Global ETF MSCI ACWI β€’ iShares MSCI EM Asia πŸ“ˆEach asset plays a complementary role: β€” Bitcoin: A decentralized store of value to hedge against monetary degradation β€” Gold: A classic safe haven in times of inflation, debt pressure, geopolitical tension, and falling interest rates β€” MSCI ACWI: Broad, diversified exposure to global economic growth β€” Emerging Asia: A long-term bet on high-potential regions, with strong exposure to China and India, future growth engines of the world The portfolio remains focused on sustainable growth through world-class businesses, and as you’ve seen, when opportunities arise β€” we act. ⚠️ Important: We are outperforming the indices and correcting less in downturns β€” this is a key signal of strong portfolio structure and effective management. With the newly added assets, I believe we now have an additional layer of resilience. πŸ‘‹ Welcome to all new copiers! You can start copying from just $300. Thank you all for your trust. We keep building. Roberto Chamorro $BTC (Bitcoin) $NSDQ100 (NASDAQ100 Index (Non Expiry)) $IUSQ.DE (iShares MSCI ACWI UCITS ETF) $GOLD (Gold (Non Expiry)) $TSLA (Tesla Motors, Inc.)
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