Francisco Gomez Pastrana Alva @jgpastrana: "𝟮𝟬𝟮𝟰 𝙍𝙚𝙫𝙞𝙚𝙬 Hello Copiers, Followers, and..."

Spain

𝟮𝟬𝟮𝟰 𝙍𝙚𝙫𝙞𝙚𝙬 Hello Copiers, Followers, and Fellow Etorians, As the year draws to a close, it's time to reflect on the portfolio's performance and provide an update: Total Return: 15.11% Portfolio Composition: 29 stocks New Additions in 2024: $SBUX (Starbucks Corporation), $NKE (NIKE), PSA, MCD Removed from Portfolio: MMM, $ENB (Enbridge Inc), ALV Market Context: Overall, 2024 has been a strong year for the stock market. Here’s how some major indices performed: $SPX500 (SPX500 Index (Non Expiry)): +24.54% MSCI World: +27.5% SP Dividend Aristocrats: +4% Morningstar Dividend Leaders: +17% Dividend-focused stocks have slightly underperformed broader market indices, but the year’s performance remains robust. Looking Ahead to 2024: The market outlook remains uncertain. Some predict a sharp bear market, while others anticipate continued bullish momentum. Portfolio Strategy: The focus remains on quality. I will continue investing in solid, high-quality companies that provide reliable and growing income. At this time, I do not plan any major changes to the portfolio. However, I may increase exposure to select positions, taking advantage of December’s market pullback. Thank You for Your Trust: I truly appreciate your confidence and support. Let’s continue building towards a prosperous future together. Warm regards and Happy New Year!

4 Mentioned

SBUX

Starbucks Corporation

NKE

NIKE

ENB

Enbridge Inc

SPX500

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