James Paterson @Airwalk86: "Afternoon from London U.K guys..."

United Kingdom

Afternoon from London U.K guys and I hope you're all doing ok? Following up on my promise to Copiers I am continuing to rebuild the portfolio. Copiers know that I closed many stock positions a month or so back to supplement my deposit for a home purchase but slowly, slowly I am building back out my high conviction positions. As a whole the portfolio is now outperforming $NDQ100 & $SPX500 and I am really determined to try to deliver another green year come the end of 2026. This morning I made a £500 deposit to the portfolio which I promptly used to buy more of what we already own (especially $ADBE (Adobe Systems Inc)) $SOFI (SoFi Technologies Inc) , $HOOD (Robinhood Markets Inc.) & a brand new purchase of $AMD (Advanced Micro Devices Inc) . Followers/Copiers know the strategy all too well now but to reiterate rhe Crypto positions will remain as I am long-term bullish but I WILL NOT be adding/averaging down any of the positions, new money is to continue to be allocated towards high conviction equity positions which aside from delivering good returns should act as something of a hedge or ballast against volatility. As of time of writing I remain below my threshold to receive any payments from Etoro which I fully accept. I may be able to make another smaller contribution to the portfolio on the 10th of this month. Regardless, expect to see regular deposits back into this account. See image attached from Steno research showing CURRENT macro conditions. We see rising growth probabilities with a good liquidity picture and modest rising inflation = prime conditions for equity gains. Kind regards, James

Not investment advice. The author may have financial interests in the mentioned instruments.