๐ ๐ผ๐ป๐๐ต๐น๐ ๐ฝ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ ๐ฟ๐ฒ๐ฝ๐ผ๐ฟ๐
In August 2024 we achieved growth in assets by 2.52%. $SPX500 increase for the corresponding period was 2.43%. No major changes have occurred in portfolio constitution, apart from a continued concentration in 2 major positions. For this purpose, shares in Bank of Nova Scotia and GSK PLC were sold and proceeds reinvested in Eagle Bancorp and Western Union. From a macroeconomic standpoint, Federal Reserve policymakers on Friday signaled they are ready to kick off a series of interest rate cuts at the U.S. central bank's meeting in two weeks, noting a cooling in the labor market that could accelerate into something more dire in the absence of a policy shift. We know that lower interest rates generally contribute to higher stock valuations. How it will be in this case โ no one knows. Only time will show. However, I do believe that our portfolio is fine tuned for lower interest rate environment.
๐๐ค๐ง๐ฉ๐๐ค๐ก๐๐ค ๐ผ๐๐ฒ๐ฟ๐๐ถ๐ฒ๐
Current Holdings as of 01/09/2024:
Eagle Bancorp Inc โ 34%; Western Union Company โ 21%; 3M Co โ 18%; Imperial Brands โ 17%; BNP Paribas โ 6%; Herbalife Nutrition Ltd โ 4%; Cash โ 0%.
๐ฝ๐ง๐๐๐ ๐๐ค๐ฌ๐ฃ ๐๐ฎ ๐จ๐๐๐ฉ๐ค๐ง:
Financials โ 61%
Consumer Defensive โ 20%
Industrials โ 19%
Cash โ 0%
$NSDQ100$BTC
Regards,
Vlad. ... Show More
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Mon Dec 15 2025 10:47:24 GMT+0000 (Coordinated Universal Time)
