Hi Ladies and Gentleman, Guys and Girls!
I hope your all doing well.
Just a quick summary of our portfolios current position, what has happened over the last few months and where I will be aiming in the future.
As many of you know, the last two months has been negative for the portfolio with almost a 10% decline. Unfortunately this has been the result of the US elections and potential for new tariffs from the US. As our portfolio has a fair few European and Chinese companies, we have experienced the small pullback. Personally I have not felt this major cause for concern, as the underlying business have not drastically changed, selling because of a price reduction or market speculation is not the best move. Politicians often do not do what they say, but even if they do, companies often do very well to navigate new policies.
Companies regularly face headwinds and adversity and I am more than happy to see how they navigate these new challenges.
Currently the stock market is at historically high prices which has made value investing very hard as there is very limited stocks at cheap prices. I have a wonderful watchlists of companies which I would like to purchase in the future, if their price to fundamentals become more attractive.
For now my current strategy is to stick with the high yielding stocks, try not to panic sell any of the recent losers and instead give them a chance to rebound. I may change up a few things within the portfolio soon, loosing some of the lower dividend payers for a few high income stocks I have been watching.
During uncertain times and even stock market highs, a strong dividend is a good way to for a companies share price to remain stable and reliable as many people will purchase a stock for the income alone.
I do try my best to always think and invest long term, aiming for stability, income and steady growth. I do always avoid the hot booming stocks (as these are often the ones to crash the fastest too), but this may make things seem a lot more boring for those copying me. What I would suggest for anyone copying me, please also think for the long term so our goals do align.
If you have nay questions, please feel free to ask.
Best of luck to everyone!
kind regards
Rhys Adams... Show More
Merci pour ces nouvelles rassurantes, en effet les mois rouges ne font pas plaisir et peuvent nous faire douter, mais sur le long terme, ça n'a aucune importance. Gardons le cap ! Merci❤️... Show More Translate
I guess $INTC (Intel) can only go better 🤣
Jokes aside, I am still up 5.5% with your portfolio, which is better than others. Given a long term perspective I have no complaints.... Show More
@adams302 Whats happening ? I understand you are targeting long term but the statics not okay for the 3rd month on the row ? Could you please explain more ... Show More
Adam can we get a new post about news, where you're headed? Some big losses in 2024 man... Show More
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