Alderique
Dear partners, This is the portfolio's monthly update reflecting all changes taken place in April 2025: Current asset allocation by market sector: - Finance: 22.93% ( + 3.59% ) - Consumer non-durables: 13.83% ( - 0.56% ) - Technology Services: 15.8% ( + 0.55% ) - ETFs: 13.27% ( + 0.43% ) - Consumer Services: 7.36% ( + 0.35% ) - Retail Trade: 9.67% ( + 0.25% ) - Commercial Services: 3.54% ( - 3.07% ) - Distribution Services: 3.76% ( + 0.15% ) - Process Industries: 2.82% ( - 0.03% ) - Producer Manufacturing: 2.13% ( + 0.2% ) - Electronic Technology: 2.01% ( + 0.01% ) - Industrial Services: 1.96% ( + 0.02% ) - Consumer Durables: 1.89% ( - 0.03% ) - Health Technology: 0.89% ( - 0.05% ) Liquid cash: 1.62% War chest assets: 9% of portfolio's current net worth Ratio of dividend paying to non-dividend paying positions: 86.04% : 13.96% Portfolio's current standard deviation: 4.5% (as of May 2025, no change from April) Alderique.
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