Dear partners,
Apologies for the tardy update.
This is the portfolio's monthly update reflecting all changes taken place in March 2026, reflected at the start of April 2026:
Current asset allocation by market sector:
- Finance: 20.05%
- Consumer non-durables: 14.04%
- Technology Services: 9.13%
- ETFs: 23.86%
- Consumer Services: 7.48%
- Retail Trade: 2.11%
- Distribution Services: 3.5%
- Process Industries: 2.1%
- Producer Manufacturing: 2.05%
- Electronic Technology: 2.12%
- Industrial Services: 1.76%
- Consumer Durables: 1.52%
- Health Technology: 1.08%
Liquid cash: 11.67%
War chest assets: 10% of portfolio's current net worth
Ratio of dividend paying to non-dividend paying positions:
76.92% : 23.08%
Portfolio's current standard deviation:
4.32% (as of Apr 2026, increased from March)
Thank you for your continued vote of confidence, and all the best in your investment/trading endeavors.
Alderique. ... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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