January report:
My portfolio has finished January with 8,1% upside, my two year return is 61,32% and 95,43% of my copiers are in green. Assets under copy are now at 5 010 000 $ and risk score is 3. I made no acquisitions in January. Dividend yield of my portfolio is solid 2,06%.
We recived dividends from:
SSE
Taiwan Semiconductors
Vale
Altria Group
Future plans:
Yesterday I passed the Investment Management exam (still waiting for official results), so I am going to become an Elite investor very soon. I guess I can call myself professional when that happens. This fact is relevant because I will have to refinance my portfolio in order to meet requirements for an Elite investor. So you guys (copiers) can expect a lot of restructuring in a portfolios in the next months.
To be honest, I've been a little bit off the market since I was studying for the exam. Two stocks caught my eye: Intesa Sanpaolo Group ( $ISP.MI (Intesa Sanpaolo Group) ) and Unicaja Banco ( $UNI.MC (Unicaja Banco SA) ) but I have to do much more research.
... Show More
Hi Dario, I’m planning to copy you with €5,000. To help me manage my expectations, do you personally make regular monthly deposits into this account, or is the capital you have in there now mostly fixed?
If you do add funds regularly, by what average percentage do you increase your balance each month?... Show More
Hi! I'm planning on investing aswell!.. Do you mean wait for a couple weeks before investing? or just investing now and holding it? thanks!... Show More
Hei @Drcmart. I plan to start copying you. What advice would you give me when would be best to start after you restructured your portofolio? ... Show More
I would appreciate it if you could let us know in advance whenever you plan to add funds to your account, especially if it’s a significant amount like 53% of the total, so we can be prepared and add the money on time.... Show More
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Fri Mar 13 2026 17:32:32 GMT+0000 (Coordinated Universal Time)
