angelaviles @angelaviles: "📈 Increase in LVMH Position..."

Spain

Edited

📈 Increase in LVMH Position and Other Strategic Moves in Our Portfolio In the current context of market volatility, we have made strategic decisions to strengthen our portfolio, prioritizing opportunities in high-quality companies that have experienced significant price drops. Accordingly, we have decided to increase our position in LVMH, making it the second-largest holding in our portfolio. Why LVMH? Temporary Correction and Value Opportunity: LVMH has seen a notable correction in its stock price, creating an attractive entry point for us to expand our position in this global leader in the luxury sector. We firmly believe that the recent decline is a temporary dislocation rather than a reflection of a fundamental change in the business. Brand Strength and Diversification: LVMH boasts a portfolio of iconic and diversified brands that enable it to remain resilient even in challenging economic environments. Its focus on innovation and sustainable growth positions it well to capitalize on any market recovery. Long-Term Recovery and Growth Potential: Despite the recent correction, LVMH’s long-term growth remains solid, driven by global demand for luxury goods and expansion in emerging markets. Increase in Kering Additionally, we have increased our investment in Kering, another gem in the luxury sector that has shown resilience similar to LVMH. With its portfolio of renowned brands, Kering is well-positioned to benefit from the same recovery dynamics we foresee for LVMH, reinforcing our strategy to take advantage of market corrections. Rebalancing in Technology Companies We have also taken advantage of recent corrections in the technology sector to increase our positions in key companies within this area. We believe that emerging technologies will continue to be a crucial driver of global growth, and the drops in their valuations provide us with an opportunity to enter at more attractive prices. Conclusion Market volatility can be challenging, but it also offers significant opportunities for long-term investors. Increasing our positions in LVMH, Kering, and key technology companies allows us to strengthen our portfolio with high-quality assets at attractive prices, preparing us to capture growth potential when the market stabilizes. We will maintain a disciplined approach and continue to assess our positions to ensure our investments align with our strategic objectives. $MC.PA (LVMH Moet Hennessy Louis Vuitton SA) $KER.PA (Kering SA) $QCOM (Qualcomm Inc) $AAPL (Apple) $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) $CSCO (Cisco Systems Inc) $MSFT (Microsoft) $LOGI (Logitech International S.A.)